IVA Research
A collection of 215 posts
529 Plans: Older and Wiser
From Roth rollovers to new qualified expenses, here’s what investors need to know before using a 529 plan.
Not All Growth Is Created Equal
FUNDS FOCUS — LARGE-CAP GROWTH FUNDS | In a market where growth has dominated for two decades, picking the right growth fund today is more important than ever. My take on every option in Vanguard's lineup.
Growth vs. Value: A Debate Without a Winner
The real-world data doesn't settle the growth-versus-value debate—and neither do the academics.
PRIMECAP Still Won—But Taxes Took Their Cut
MAILBAG | Two decades of after-tax returns, and what the Discovery ETF could change for taxable investors.
Why I've Become More Open to Index Funds
MAILBAG | Have I abandoned active management in favor of index funds? The short answer is no, but my thinking has evolved. Here's where I stand.
Mid-Caps, Mixed Results
FUNDS FOCUS — MID-CAP GROWTH FUNDS | Mid-cap stocks have quietly outperformed over time. So why doesn’t Vanguard have a standout active fund?