IVA Research
A collection of 148 posts
Interview: Compounding Via Dividend Growth
INTERVIEW — My exclusive conversation with Dividend Growth's co-managers Don Kilbride and Peter Fisher
Bonds Beyond the Index
FUNDS FOCUS — SPECIALTY BOND FUNDS | You can earn more income by venturing beyond the “total bond market.” But with higher yields come greater risks—tread carefully and focus primarily on Vanguard’s junk and emerging markets bond funds.
Balancing Your Portfolio
FUNDS FOCUS — CORE TAXABLE BOND FUNDS | Vanguard’s bond managers don’t get the recognition they deserve. And though Treasury bonds are looking better than they have in a long time, Vanguard’s actively managed corporate-heavy bond funds remain my top picks for the core of your balanced portfolio.
Give Bonds Time | Bonds 101
Yes, rising interest rates knocked the stuffing out of bonds last year. But, if given time, bonds will recover. More than that, today's higher interest rates are a good thing for bond investors. It's inflation the fixed-income investor should fear.
Are You Farming Your Portfolio Correctly?
Losses can be profitable … if you know how to “harvest” those losses to maximum effect. Most investors don’t do so correctly, and Vanguard, among others, is pushing an automated strategy to correct for it. I think caution is warranted.
Bond Funds Own Bonds | Bonds 101
Have you ever wondered whether it's better to buy your own bonds or to invest in a bond mutual fund? Are you unsure whether you should be buying a taxable and a tax-free bond fund? This week, I'll help you answer those questions.