Topic

IVA Research

A collection of 214 posts

Gifting a Roth IRA: 2025

Jumpstart a young person’s retirement by opening (or adding to) a Roth IRA.

Apr 1, 2025 | 8 min read

MAILBAG — How long do market recoveries take?

Mar 25, 2025 | 8 min read

An annual look at Jeff’s personal investment portfolio.

Mar 18, 2025 | 7 min read

Navigating supplemental capital gain distributions.

Mar 11, 2025 | 4 min read

MAILBAG | Are Treasurys still safe? In a word, yes.

Mar 4, 2025 | 4 min read

FUNDS FOCUS — TAX-FREE BOND FUNDS | Evaluating Vanguard’s bond options for tax-sensitive investors.

Feb 25, 2025 | 33 min read