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...
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...
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 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...
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...
“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...
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...
Do you want to be an active investor, or a passive investor? It's an elementary question that anyone getting started with investing has to be able to answer.
But what does it really mean to invest "actively" or "passively," and is there such...
For the past forty years, if you wanted to buy a diversified portfolio for retirement, your search pretty much started and ended with a mutual fund.
From 1975 to 2007, the total assets in mutual funds increased from $37.5 billion to $6.4 trillion,...