IvyVest Blog

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...


November Members Newsletter: An Obituary for QE

This past week, the US economy took a key step toward finally putting the 2008 financial crisis behind us. The Federal Reserved announced the end of its "quantitative easing" program, a monetary life-support program that resulted in the purchase...

Investing Strategies Of The Rich

Investment Products Formerly Available Only to the Ultra-Rich? I'll Pass

Unless you've had blinders on for the last decade, it should be pretty obvious that there is scope to improve the outcomes that the financial system delivers to regular people.

Many middle and upper-middle-class people (the unfortunate reality is...


How You Could Have Avoided Much of the Volatility

When faced with extraordinary volatility like we have seen in recent days, it can often seem like there is no place for an investor to hide. But that's actually not quite true.

While US stocks are down almost 5% month to date (or at least this...


October Members Newsletter

You may have noticed that we recently launched a new re-balance feature. As a brief recap, here's how it works. First, you can now save your existing portfolio, either by using the cloning tool, or by entering it manually. When you log in (and in...

Dividend Investing

Should You Overweight Dividend Stocks in Your Portfolio?

If there's a financial equivalent of cute kittens, it would have to be dividend stocks. The internet is fascinated with them -- among other things, they dominate the google search rankings for financial terms, inspire countless forums and...