Topic
IVA Research
A collection of 211 posts
Are ETFs More Tax Efficient? No.
ETFs have long been crowned more tax-friendly than mutual funds. That may be true across much of the industry, but not at Vanguard. Compare apples to apples, and there’s no difference from a tax standpoint between a Vanguard Admiral-class index fund and its ETF sibling.
| 18 min read
Avoiding Tax Bombs
Ignore a fund's turnover if you're trying to avoid a large capital gains distribution.
| 12 min read
Fleeting Flight to Safety
Investors sought safety back in 2011 when U.S. Treasury bonds were downgraded from AAA to AA by S&P. How are markets reacting this time around?
| 3 min read
Kilbride’s Worthy Heir
Assessing Peter Fisher's track record before he takes the reins at Dividend Growth from Don Kilbride.
| 8 min read
Danger Ahead?
Looking at the debt ceiling (and potential default) as an investor, not a politician.
| 11 min read