For the recent graduate in your life, we’ve assembled some of our favorite advice—financial and otherwise—from a seasoned advisor. And they thought they were done learning…
This month, Vista’s Chief Investment Officer Dougal Williams sat on an expert panel for the CFA Society Portland’s 13th Annual Investment Strategy Dinner. From 2018’s biggest market surprises to what’s ahead in 2019, here are select excerpts from his conversation.
This year’s buffet of market predictions appears appetizing at first, but our year-end retrospective shows that guesswork disguised as portfolio advice generally turns out to be wrong.
What do riptides and market volatility have in common? They’re scary and potentially harmful—unless you know how to navigate the waters.
Today, people are enamored of U.S. stocks and the attractive returns they’ve delivered. International stocks? Not so much. Giving up on international stocks now in favor of more U.S. stocks could be a big mistake.