IvyVest Blog


November Newsletter: Is Smart Beta a smart idea?

The obvious topic for this newsletter would be the proverbial elephant in the room: the surprising election of Donald Trump and its surprising impact on the US stock market, which initially plummeted only to rapidly regain its footing and go on to...

Seasons Of Investing

October Newsletter

With much of the world's attention this month focused on conspiracy theories, email scandals, and bitter partisian threats, we thought we'd differentiate ourselves by writing about a topic that represents everything the current election is not...


September Newsletter: The Productivity Paradox and Why it Matters to Investors

In George Orwell’s timeless book 1984, “doublethink” is the classic name given to the ability to simultaneously believe two contradictory things, a critical trait needed to psychologically manage the books “Orwellian” times. The actual date 1984...


August Newsletter: Have we reached the saturation point of the indexing strategy?

It's a common aphorism that beginning investors spend most of their time thinking about why they might be right, while world-class investors spend the bulk of theirs imagining why they could be totally wrong. 

Since our approach rests on a...

New Years

June and July Summer Newsletter: Examining Brexit

When the financial markets coin a new term, we feel obliged to at least address it. So it is with "Brexit." 

Like most financial commentators, we expected Britain to, in the end, vote to stay in the EU, so we were surprised when the majority...


May Newsletter: The World's Most Interesting Asset-Class

The stock market is rallying again, the Fed again seems poised to raise interest rates, China is still teetering on a “hard landing”, and Donald Trump is really the Republican nominee. Those were the headlines that mattered this month. But...

New Rules

April Newsletter: New Rules for Financial Advisors in your Favor (with a slight Catch)

Imagine you have a choice of two S&P 500 Index Funds. Both funds entirely mimick the S&P 500 Index by holding a capitalization-weighted aggregate of all stocks in the benchmark. Before fees, their performance will be exactly the same. The...

March Newsletter

March Newsletter: Strange Times

“We are living in strange times.”

At one level this statement is probably always true, since no one times could possibly resemble the past along every dimension, thereby every time is “strange” in somewhere or another when compared to the...


February Newsletter: The Commodity Markets Just Went Through Their Version of a Depression - Here's What We Can Learn.

One of the best-known investment prognosticators of the last decade was “commodity-bull” Jim Rodgers, who obtained celebrity—like status by consistently predicting a period of rising commodity prices that he called a “commodity supercycle.” ...

New Years

January Newsletter: "Predictions" for 2016

One of my favorite rituals of the new year in the financial world is the rush of fearless (or stupid?) "predictions" that inevitably pop up from the financial press. I enjoy it more for the theater than the substance -- the fact of the matter is...