IvyVest Blog


What Goes Up, Continues to Go Up? A Beginner's Guide to Profitable Momentum Investing

A glut of evidence has indicated that stock market prices are not random, but instead exhibit momentum, with past "winners" continuing to outperform past "losers" into the future. 

Will Momentum Still Work

Will Momentum Continue to Work in the Future?

To survive in the stock market, you should generally be highly skeptical about the existence of seemingly surefire ways to “beat” the stock market. So should you be wary of investing in "momentum" strategies?


The ETF: A Primer on the Most Exciting New Three Letters in Finance

The most intelligently conceived asset-allocation does little good unless it is actually implemented somewhere in an investor's portfolio. In the past, investors had to go to mutual funds to implement a diversified asset allocation. But today, they have a great new option in the form of exchanged traded funds, or ETFs as they are ubiquitously known.

ETFs have become the cool new kids on the block in the financial world lately - and with good reason. They can be great instruments for individual investors to get low-cost exposure to the markets. This article will look at what ETFs are, how they are classified, and what you should consider in picking one.

Portfolio Rebalancing

You've Selected A Great Portfolio - Now What? Best Practices for Rebalancing

By now you probably know that setting your portfolio's asset allocation is the most essential act you will perform as an investor.  What you might not have thought about is that after laying a perfect plan and figuring out all the numbers to...


How to Legally Reduce Your Tax Bill with Tax-Loss Harvesting

Investing in a tax deferred account is always optimal, but it's not always possible. There's only so much money you can put into them every year, and even if you aren't maxing out your IRA and 401(k), it usually makes sense to have open an account...

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Retirement Planning 101: Are You Saving Enough?

How much should you be saving to meet your goals? At your current path, will you run out of money before you die? 

These are difficult questions to answer because they involve layering cascades of uncertainty:

  • You can't know how long you...

How to Use Monte Carlo Analysis to Assess the Probability of Meeting Your Lifetime Goals

In a previous article, we discussed how risk in the investing world can take on many different forms. One type of risk that often gets left out of the discussion is the ultimate risk that you really should care about: the possibility that you...

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When a Firm Handshake and Nice Smile Isn't Enough: How to Get Good Advice and Avoid Getting Ripped Off

In the 2000 movie "Boiler Room," Seth Davis is a 19-year old college dropout who joins a New York brokerage shop in order to strike it rich and make his father proud. Along the way, Seth learns how to cold-call the Wall Street way, and finds he...

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Mutual Funds, ETFs, VC, and More: A Survey of the Landscape of Financial Products

It would be foolish to go shopping for a new automobile without understanding the basic difference between a sports car, an SUV, a pickup truck, and a minivan. Yet many people today do go shopping for investment funds without really understanding the categories available to them. This article surveys the investment landscape and looks at what mutual funds, hedge funds, ETFs, and private-equity funds actually are.


How to Implement an IvyVest Portfolio in Your 401(k)

First things first, if the 401(k) is from a past job, you really should consider rolling it into an IRA. It greatly expands your investment options, makes the process of cloning a model portfolio easier, and in the long run most likely will save...