IVA Research
A collection of 209 posts
Aggressive Investing Made Simple
FUNDS FOCUS—AGGRESSIVE GROWTH FUNDS | Small stocks still have a place in long-term portfolios—but investors don’t need complicated funds to own them.
Small Stocks Were Supposed to Win
Academic research says smaller companies should outperform over time. Thirty-five years of Vanguard fund returns tell a more complicated story.
The Factor Trap
Vanguard's factor ETFs promised market-beating returns. Eight years in, the results tell a different story.
Stocks Are Expensive. Now What?
MAILBAG | The CAPE ratio of stock valuations is flashing warning signs—but history shows it’s more useful for setting expectations than timing the market.
Give Now, Invest First, Decide Later
Vanguard’s Charitable Endowment Program lets you take a tax break today while investing for future donations—but once your money is in, how you invest it will determine how much you actually have to give.
Taxes and the IVA Portfolios: Worth the Cost?
MAILBAG | What taxes really cost—and how to make the IVA Portfolios more tax-friendly.