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IVA Research

A collection of 131 posts

IVA Research

Lunch Time in the Board Room: 2024

Are Vanguard’s directors invested alongside the shareholders they represent?

| 15 min read
IVA Research

Giving Today and Tomorrow

Vanguard’s Charitable Endowment Program allows you to take a tax benefit today while giving over time.

| 26 min read
IVA Research

Vanguard’s Profit-Sharing Stalls Out

Vanguard’s profit-sharing plan, the Partnership Plan, gives its C-suiters multi-million-dollar paydays with little transparency.

| 5 min read
IVA Research

Is This Core Fund Built to Last?

INTERVIEW — My exclusive conversation with International Core Stock’s co-managers—Kenny Abrams, Halsey Morris and Anna Lundén—and why I’m sticking with the fund even though Abrams is retiring.

| 17 min read
IVA Research

Keep Politics Out of Your Portfolio

Letting politics drive your investments is a loser’s game, no matter your party affiliation. Don’t let election-year noise affect a well-considering investment strategy.

| 5 min read
IVA Research

I’m Moving My Small-Biz Retirement Account Out of Vanguard—Here’s Why

With Vanguard selling its small-business retirement accounts to Ascensus, I’ve been searching for a new platform. Here’s why I’m taking my retirement account to E*TRADE.

| 16 min read