IvyVest Blog

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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...


Sell Everything and Buy Bitcoin? The IvyVest Newsletter, Turkey Hangover Edition

Thanksgiving is probably my favorite holiday. Expectations (at least for those not tasked with cooking the turkey) are delightfully low, there is no gifting required, and there are ample amounts of food and football present. 

In between...

Seasons Of Investing

October Newsletter: The Seasons of Investing

In This Issue

  • This Month's Letter From Alex
  • Beginner's Corner: All About Dividends
  • Model Updates
  • Performance Review

This Month's Letter From Alex

Seasons have been on my mind a lot lately. Perhaps it's because it's Halloween time and I am...


How to Analyze a Fund or ETF

You're just starting to get into investing now and have some old "legacy" mutual funds sitting in your account from way back when. What should you do with them?

Your mother calls and asks you whether she should keep the mutual fund that she owns...


Introducing the IvyVest Dynamic ETF Strategy

“I have $60,000 that has been building up in my checking account. What should I do with it?”

At its essence, that is the $60,000 question that we built the IvyVest premium service to answer. At the start, we set one rule: our "answer" was not...

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Here's Where You Might Be Defying Common Sense With Your Investments

If you were looking to buy a new car, would you consider it rational to ignore price and base your decision entirely on horsepower?

Most people who don't have Bill-Gates levels of wealth would probably say no. Even if you can afford a more...