Topic
IVA Research
A collection of 168 posts
Vanguard’s Partnership Plan: Big Profits, Little Transparency
Vanguard’s executives cash in while keeping fund shareholders in the dark. Here’s what you need to know about the firm’s profit-sharing plan.
| 5 min read
Balanced, Not Bland
FUNDS FOCUS – BALANCED FUNDS | Vanguard’s balanced funds are solid, low-cost and straightforward—but they’re not all on the same level. Here’s how to separate the best from the rest.
| 22 min read
Simple is Smart—But Is It Enough?
FUNDS FOCUS – BALANCED FUNDS | Vanguard’s balanced funds are a great place to begin your investment journey—I’ll help you use them better.
| 16 min read
Geopolitics and Your Portfolio: Lessons from 125 Years of Conflict
War shakes markets, but disciplined investors endure—and prosper.
| 5 min read
Life-Cycle Funds: Simple, Not One-Size-Fits-All
FUNDS FOCUS – Life-Cycle | Investing doesn’t need to be complicated, but one size doesn’t fit all.
| 18 min read
Will Vanguard Active Funds Add ETF Shares?
MAILBAG | My take on the dual mutual fund–ETF share class structure.
| 13 min read