Monthly Recap
A collection of 35 posts
Calm Markets, Stormy Politics
SEPTEMBER 2025 | A quiet stretch for stocks and bonds, a noisy one in Washington. Also, Vanguard was fined—again. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Growth Slows. Stocks Don’t.
AUGUST 2025 | Stocks hit record highs despite tariff deals and deadlines. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Stocks Erase Tariff Slump
JULY 2025 | Stocks recover from a near-bear market. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Why Vanguard’s One-Size-Fits-All Funds Are Finally Beating the S&P
JUNE 2025 | Foreign stocks power Vanguard’s one-size-fits-all funds. Plus, two Quick Takes, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
Tariffs, Tumult … and a Flat Market
May 2025 | Taking stock of the markets and economy, one month after the tariff tsunami crashes. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
From Boom to Correction
APRIL 2025 | Stocks are in a correction, but diversified portfolios are holding up. Plus, IVA Portfolio Notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.