IVA Research
A collection of 195 posts
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.
I’m Moving My Small-Biz Retirement Account Out of Vanguard—Here’s Why
With Vanguard selling its small-business retirement accounts to Ascensus, I’ve been searching for a new platform. Here’s why I’m taking my retirement account to E*TRADE.
Vanguard: ”Don’t call us, we’ll …”
Vanguard has threatened to terminate accounts of investors they feel call too often. Is this any way to run an investment company?