Your Benchmark, Not the Market’s

JANUARY 2024 | The S&P 500 is not your benchmark. Plus, an article roundup and the IVA Factor Tracker.

Jan 2, 2024 | 6 min read

Super Stocks Put an End to Bear Market

2023 MARKET REVIEW: A profitable year masks large divergences among stocks.

Jan 1, 2024 | 7 min read

The IVA 2023 Month-By-Month Review.

Dec 31, 2023 | 6 min read

Announcing 2024's Hot Hands fund.

Dec 31, 2023 | 1 min read

2024 OUTLOOK: A turning point within the market, not for the market.

Dec 28, 2023 | 18 min read

Gains for (nearly) all in 2023 | Check your RMD | Distribution Season is here | Beware of Vanguard Edge | Holiday publishing schedule

Dec 20, 2023 | 4 min read