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IVA Research

A collection of 148 posts

IVA Research

Big Index Fund Fails?

The Morningstar headline grabbed me. “Why Are These Big Index Funds Underperforming?” By definition index funds, if they’re doing their jobs properly, don’t outperform or underperform. They simply match their benchmarks less a bit for their expenses. Generally, when talking about outperformance or underperformance it’s active funds

| 2 min read
IVA Research

Who Are Vanguard’s Pros?

Vanguard has increasingly turned to outside help, and it’s costing shareholders millions.

| 1 min read
IVA Research

Upping the Limit

Every year around this time, Dan and I provide an update on contribution limits for retirement savings accounts. And every time we say something along the lines of “Put time on your side, and sock away as much as you can as early as you can.” Well, this year is

| 12 min read
IVA Research

Our 2022 Scorecard

Grading my 2022 Outlook.

| 5 min read
IVA Research

A Most Challenging Year

2022 MARKET REVIEW: For conservative investors, 2022 was as difficult as 2008's Global Financial Crisis.

| 10 min read
IVA Research

Market, Service and Technology Woes

The IVA 2022 Month-By-Month Review.

| 5 min read