IvyVest Blog


September Newsletter: Where We Stand in the Markets on the Eve of the Shutdown

In This Issue

  • An Update On Where We Stand in the Markets On The Eve of the Government Shutdown.
  • Beginner’s Corner: The PE Ratio - What’s It’s Good For, How You Should Use It, and How to Make It Even Better.
  • Shedding Some Light on Some Changes to...
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When Active Investing Beats Passive Investing

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...

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The Age of the Mutual Fund is Over

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,...

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Why You Might Want to Think Twice About "Buying and Holding" Government Bonds

When I was looking for my first investment-management job, one of the popular interview questions at the time was “Where would you invest your grandmother’s money?” This was a way to weed out those that had no idea what they were doing. Anyone...


How to Build a Diversified Portfolio Using ETFs

Exchange Traded Funds (ETFs) provide a great way for individual investors to build completely diversified portfolios using only a handful of positions. The power of ETFs comes from the fact that these instruments combine the best of the stock and mutual fund worlds. Like stocks, ETFs have a ticker and can be bought on sold in real-time on any discount brokerage platform. Like mutual funds, ETFs are diversified funds that may own hundreds of stocks or bonds. It is common for ETFs to track the performance of a broad index like the S&P 500, a measure of the US market.


Opening a Discount Brokerage Account? Here Are 7 Options You May Want to Consider

Neither IvyVest nor the author of this article is affiliated with any of the companies mentioned. Nor do we receive any kind of compensation, "affiliate" or otherwise, for directing readers to any of the companies mentioned. 

If you are just...

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May 2013 Members Newsletter

As the US stock market roars to new all-time highs, a common question I hear today is "What do if I am still on the sidelines?"

Many people I talk to know that the stock market is one of the few games in town where they can meaningfully grow their wealth over time, but they are reluctant today to buy into a market that has run up so much...


Three Surprising Investing Mistakes You Want to Avoid

One of the great tragedies of the financial world is that while the stock market has returned an average of 10% a year over the past century, the average investor has struggled to even keep pace with inflation. If you aren’t feeling as rich as...


How to Buy a Model Portfolio

As of October 2016, the IvyVest model has changed and improved with the inclusion of multiple account tax-aware asset-allocation and a smart 401(k) model. 

Ivyvest model portfolios exclusively use ETFs, which makes it easy to clone one of...