We enjoy welcoming a new year as much as anyone, but we’re far more skeptical about welcoming new stock market factors into our investment strategies. That’s why we’re excited to share the latest addition to Vista client portfolios.
Last January, experts weighed in with market predictions for 2019. How did their picks perform in a great year for stocks? Read our review before taking too much stock in this year’s new batch of “Where to Invest Now” guides.
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…