18th Annual Vista Wealth Symposium
We recently held our 18th annual Wealth Symposium, an offsite event in which members of our investment, financial planning, and legacy planning teams present research…
Perspective on the Debt Ceiling
It’s worrisome, to say the least, to read headlines referencing a potential default by the U.S. government on its debt obligations. For those unfamiliar with…
Look Out! Predictions Ahead!
On the heels of last year’s double-digit stock market losses and the worst year for bonds since 1792 (you read that correctly, seventeen ninety-two) one…
Capital Gain Distributions in a Down Year
It’s that time of year when mutual funds are required to distribute to shareholders any profits realized from trading, net of any losses, in the…
Active Investing Strikes (Out) Again
At least active investment managers are consistent, we’ll give them that. The term “active” refers to efforts to outperform markets through security selection and market…
Globally Diversified Investing: Down, But Not Out
It has been a tough year to be an investor, with nearly every asset class around the world taking its lumps. With a globally diversified,…