“Smart” Beta: Trick or Treat?
Smart beta is a popular disguise on Wall Street this Halloween. But don’t be fooled into believing these strategies are really that smart.
Smart beta is a popular disguise on Wall Street this Halloween. But don’t be fooled into believing these strategies are really that smart.
Millions of Medicare beneficiaries, including many Vista clients, will likely face steep premium increases next year. The spike may be short-lived, however, as premiums are expected to go down again the following year.
Each year, we hold an event called the Vista Investment Symposium. Members of our Investment Team gather during this all-day, off-site meeting to review research on…
How much money is enough? Some believe there is no such thing. It turns out you can count on money to buy happiness, but only up to a point.
Despite having an up-to-date will, you may not have selected the best way to pass a retirement account on to heirs.
In the 1960’s, Professor Eugene Fama of the University of Chicago coined the term “efficient market” to describe a world in which no investor can consistently beat the market without taking greater risk. Today, he’s a Nobel Prize-winner.