IvyVest Blog

Michael Lewis Stock Market Is Rigged

Is the Stock Market Rigged, or Has Michael Lewis Jumped the Shark?

"The pen is mightier than the sword." My grade-school self used to laugh that saying off as composition-teacher propaganda of the sort designed to get energetic boys to pay more attention to their writing exercises and less attention to playing...

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April Newsletter

If you are reading this, you are hopefully well aware that here at IvyVest, we believe in taking a systematic approach to investing. We like to adjust our allocations based on the cold, hard, numbers, rather than by relying on “gut feel” or...

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How to Calculate the Total Annual Costs of Owning an ETF (and make sure you are using the optimal one)

In the past few years, the number of high quality Exchanged Traded Funds (ETFs) available to the average investor has increased dramatically. As always, the additional choices come with a tradeoff: there are better options than ever before, but...


Is a Crash in This Metal Signalling Stock Market Doom?

The US stock market keeps hitting new highs, but is a shiny metal warning that doom could lay ahead?

That is the argument some market pundits have been making lately.

Their calls are based on a recent collapse in the price of copper. Since...

March Newsletter

March Members Newsletter

The thing that I enjoy the most about investing is the excuse that it offers to learn as much about the world as possible.

Placing any kind of investment by necessity involves making a prediction of one kind or another about the future of the...

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Why Some Market Gurus Have a Problem With Elementary Math

That more and more investors are turning to passive strategies that employ low-cost ETFs and index mutual funds such as those from Vanguard (which we recommend) is, on the whole, a great thing. No visitor to this website should be surprised that I...

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Stock Buybacks are not the Enemy

Activist investor Carl Icahn's recent purchase of Apple shares and his subsequent lobbying for a larger stock buyback has brought a wider question back into the news.

Namely, why are so many large companies, particularly ones in the technology...


February Newsletter

So the New Year brought a flurry of new activity, both to IvyVest, which saw a spark in traffic and subscribers, to my book, which saw a spike in sales, and to the markets, which have seen a spike in volatility.

I had anticipated at least the...

New Years 2014 Investing

How to Make 2014 Your Best Year of Investing Yet

If you're like me, you have a bit of a love-hate relationship with the New Year's Resolution.

Your rational side might wonder a bit why January 1st is such a better time to initiate a change then one of the other 364 days of the year.

Or you might...

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2013 Year-End Members Newsletter

In This Issue:

  • 4 Questions for 2014
  • Beginner's Corner: The Mechanics of the Mutual Fund
  • Model Updates
  • Performance Update

2013 has been a strange beast for investors. I suppose you could probably say that about any year, but 2013 seems...