Topic

IVA Research

A collection of 232 posts

Tax-Free Savings for College

An introduction to 529 plans. Use them to save for college and estate planning, not for retirement.

Mar 19, 2024 | 11 min read

Shining a light on Jeff’s personal long-term investment portfolio.

Mar 12, 2024 | 7 min read

Does cash belong in an investment portfolio?

Mar 5, 2024 | 17 min read

A simple framework for managing your cash needs.

Feb 27, 2024 | 15 min read

Cash options are lackluster for Vanguard annuity holders and 529 investors

Feb 20, 2024 | 7 min read

Making sense of Vanguard’s cash management tools.

Feb 13, 2024 | 13 min read