IvyVest Blog


June Newsletter: Oily Times

The markets are full of prices that are constantly fluctuating on a daily basis, from the prices of individual shares, to currencies, to commodities. But two of these prices stand out for their macro-economic importance, as well as their...


May Newsletter: Secular Stagnation?

Of all the questions that one could ask about finance or economics, perhaps none is more fundamental than the question of whether the underlying rate of progress is increasing or slowing. That's the provocative question that's being debated in...


April Newsletter: One Guru to Rule Them All?

“Ask five different economists and you'll get five different answers – six if one went to Harvard.”
- Edgar Fielder

There are a handful of events that were so momentous and made such a mark on us that we'll always vividly remember the day that...

March Newsletter

March Newsletter

Being forced to choose between "Roth" and "traditional" retirement accounts is precisely the sort of dilemma that causes most people's eyes to glaze over, and their wallets to open to the nearest financial advisor. It's also not our favorite kind...

Why Dont Interest Rates Go Up

Interest Rates Have Nowhere To Go But Up -- So Why Don't They?

Two weeks ago, I wrote about the essential dichotomy facing investors: stocks look quite expensive in absolute terms, but quite reasonable when compared to Treasury bonds. In such an environment, it may be that the key question that you need to...

Stocks Looking Attractive

This is Why US Stocks Are Starting to Look More Attractive (Again)

I noticed something interesting this month while updating the IvyVest asset allocation model: the weight the model allocates to US stocks has started to increase again. This month, it hit it's highest level in a while.

This is surprising because...


February Newsletter: Coping With Tax-Advantaged Account Complexity

"Life is really simple, but we insist on making it complicated."

“Abandon the urge to simplify everything, to look for formulas and easy answers, and to begin to think multidimensionally, to glory in the mystery and paradoxes of...

New Years

January Newsletter: Predicting 2015 Themes

There seems to be an unwritten rule that anyone who writes about the markets must observe the passing of the year by prognosticating on what is going to happen over the next twelve months.

For many years, I viewed this custom with some degree of...

December Newsletter

December Newsletter: Your Year-End Investing Checklist

The “holiday season” is now officially upon us, and while I hope that most of your attentions are now focused on December 25 (or the date of your winter holiday of choice), there is another day that you should have on the back of your mind as we...

Bond Fund Vs Etf

Should You Buy Individual Bonds or Invest in a Bond ETF or Fund?

When investing in stocks, most people intuitively understand the difference between buying shares of a single company like Apple and buying an index fund or ETF that tracks the entire US stock market. The second portfolio will clearly be far more...