IVA Research
A collection of 107 posts
Time To Get Aggressive?
FUNDS FOCUS —AGGRESSIVE GROWTH FUNDS | The stock market may be at an all-time high, but with small stocks lagging behind, now may be the time to add an aggressive fund to your portfolio. But which one to pick?
Lunch Time in the Board Room: 2024
Are Vanguard’s directors invested alongside the shareholders they represent?
Giving Today and Tomorrow
Vanguard’s Charitable Endowment Program allows you to take a tax benefit today while giving over time.
Vanguard’s Profit-Sharing Stalls Out
Vanguard’s profit-sharing plan, the Partnership Plan, gives its C-suiters multi-million-dollar paydays with little transparency.
Is This Core Fund Built to Last?
INTERVIEW — My exclusive conversation with International Core Stock’s co-managers—Kenny Abrams, Halsey Morris and Anna Lundén—and why I’m sticking with the fund even though Abrams is retiring.
Keep Politics Out of Your Portfolio
Letting politics drive your investments is a loser’s game, no matter your party affiliation. Don’t let election-year noise affect a well-considering investment strategy.