IVA Research
A collection of 178 posts
You Can’t Outrun Taxes—But You Can Manage Them
ETFs and index funds don’t erase your tax bill; they just let you decide when to pay it. Here’s how distributions and timing shape what you actually take home.
Capital Gains Sneak Peek: 2025
Capital gains season is shaping up to be costly for many Vanguard investors. Plan ahead with this early read.
When a Great Fund Stumbles: Stay the Course or Move on?
Every active fund faces moments of doubt from shareholders. For Dividend Growth, that moment is now. I weigh the fund’s legacy, leadership transition and the case for staying or moving on.
Should You Stick with Dividend Growth? Peter Fisher Makes the Case
INTERVIEW — My exclusive conversation with Wellington’s Peter Fisher, portfolio manager on Dividend Growth
Lunch Time in the Board Room: 2025
Are Vanguard’s Board of Trustees eating their own cooking—investing alongside the shareholders they represent?
Nibbling Around the Edges: 2025
Is the manager of your mutual fund (or ETF) invested alongside you?