Topic
IVA Research
A collection of 236 posts
Stocks Are Expensive. Now What?
MAILBAG | The CAPE ratio of stock valuations is flashing warning signs—but history shows it’s more useful for setting expectations than timing the market.
| 4 min read
Give Now, Invest First, Decide Later
Vanguard’s Charitable Endowment Program lets you take a tax break today while investing for future donations—but once your money is in, how you invest it will determine how much you actually have to give.
| 16 min read
Taxes and the IVA Portfolios: Worth the Cost?
MAILBAG | What taxes really cost—and how to make the IVA Portfolios more tax-friendly.
| 11 min read
Gifting a Roth IRA: 2026
Jumpstart a young person’s retirement by opening (or adding to) a Roth IRA.
| 7 min read
Tremblant Takes the Wheel at MidCap Growth
INTERVIEW — My exclusive conversation with MidCap Growth’s new co-managers from Tremblant Capital—Brett Barakett and Michael Cling.
| 22 min read