Topic

Investing 101

A collection of 37 posts

IVA Research

Revved Up Real Estate

Real estate has delivered stock-like returns but with far greater risk than you’d think, given the fundamentals. What’s an investor to do?

| 12 min read
IVA Research

Compounding Takes Time

For compounding to work, you’ve got give it fuel (in the form of savings) and time. Those two simple ingredients can yield powerful results.

| 4 min read
IVA Research

What Kind of Investor Are You?

How much should I allocate to stocks versus bonds versus cash? It’s a fundamental question most investors spend too little time on. Here’s how to find the answer that is right for you.

| 16 min read
IVA Research

Can Active Funds Clear the Tax Hurdle?

Index funds have become most investors’ default investment option for at least a couple of good reasons, including low tax exposure. But that doesn’t mean you should abandon active funds—some managers have delivered index-fund-beating returns even after taxes are accounted for.

| 18 min read
IVA Research

Avoiding Tax Bombs

Ignore a fund's turnover if you're trying to avoid a large capital gains distribution.

| 12 min read
IVA Research

Muni Bonds 101

There’s more to municipal bonds than just tax-free income. Before analyzing Vanguard’s tax-exempt bond funds—which are among the best around—let’s discuss the municipal bond market basics.

| 14 min read