IVA Research
A collection of 229 posts
College Isn't Retirement
Investing toward a fixed deadline is a different challenge than investing through an open-ended retirement. Here’s how to invest when the clock—and the tuition bill—are already ticking.
529 Plans: What's in the Toolbox
From individual funds to a Target Enrollment series, here's what Vanguard puts in your hands—and what to make of it.
529 Plans: Older and Wiser
From Roth rollovers to new qualified expenses, here’s what investors need to know before using a 529 plan.
Not All Growth Is Created Equal
FUNDS FOCUS — LARGE-CAP GROWTH FUNDS | In a market where growth has dominated for two decades, picking the right growth fund today is more important than ever. My take on every option in Vanguard's lineup.
Growth vs. Value: A Debate Without a Winner
The real-world data doesn't settle the growth-versus-value debate—and neither do the academics.
PRIMECAP Still Won—But Taxes Took Their Cut
MAILBAG | Two decades of after-tax returns, and what the Discovery ETF could change for taxable investors.