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IVA Research

A collection of 171 posts

IVA Research

Less Can Lead To More

My recipe for investment success isn’t complicated: Partner with the best managers and funds that Vanguard has to offer, then try to keep from second-guessing yourself. That means, remain diversified, keep costs low (a given if you stick with Vanguard solely) and spend as much time in the markets

| 9 min read
IVA Research

Corporates: Good or Evil?

Channeling my grandkids, it’s been a not so good, very, very bad year for bonds in 2022. As we know the bond market has been a source of much investor angst—to put it lightly—Jeff and I will continue to try and bring our perspective to questions you

| 5 min read
IVA Research

Taking Stock As We Set Off

If there were any doubts, they were squashed in September—investment markets are firmly in the bear’s grip. Not only are U.S. stocks roughly 25% lower than they were at the start of the year, but bonds are having their worst run in at least four decades.

| 11 min read