Topic

IVA Research

A collection of 126 posts

IVA Research

Politics, Policies, and Portfolio Decisions

MAILBAG — Investing in a politically-charged environment.

| 5 min read
IVA Research

Vanguard’s Official Capital Gain Estimates: 2024

What you need to know to navigate 2024’s year-end cap gain distributions.

| 17 min read
IVA Research

Dividends Deserve Patience

Do dividend growers still deserve a place in our Portfolios?

| 9 min read
IVA Research

Capital Gains Sneak Peek: 2024

I’m expecting an average capital gains distribution season this year.

| 14 min read
IVA Research

Capital Gains 102: Two Tax-Reduction Strategies

You can reduce your tax hit during distribution season with a bit of planning.

| 6 min read
IVA Research

Capital Gains 101: The Basics

Everything you need to know about capital gain distributions.

| 8 min read