Topic

IVA Research

A collection of 149 posts

Turning Losses into Strategy

How to harvest losses in the IVA Portfolios.

Apr 8, 2025 | 6 min read

Jumpstart a young person’s retirement by opening (or adding to) a Roth IRA.

Apr 1, 2025 | 8 min read

MAILBAG — How long do market recoveries take?

Mar 25, 2025 | 8 min read

An annual look at Jeff’s personal investment portfolio.

Mar 18, 2025 | 7 min read

Navigating supplemental capital gain distributions.

Mar 11, 2025 | 4 min read

MAILBAG | Are Treasurys still safe? In a word, yes.

Mar 4, 2025 | 4 min read