From the early days of Vista, revered investment consultant Charles Ellis has significantly influenced our investment approach. This month, “Wall Street’s wisest man” turns 82—a fitting time to share some of his most astute investment advice.
Newly launched, the DFA Oregon Municipal Bond Fund (DOGMX) is a welcome improvement to many of our clients’ portfolios. Learn more about this important fund.
Over the past 10 years, small value stocks have dramatically underperformed large growth stocks. Is there hope for a turnaround?
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.