Vista insights

New market highs can feel unsettling, as if stocks can’t climb any higher. But history shows something different. We look at the data, and why staying the course is key.

Long-term bond yields just hit their highest level in over a decade. Here’s the real story behind the recent moves — and the silver lining for investors going forward.

Critics called Bogle’s first index fund a “folly.” Today it’s recognized as one of the great financial innovations of the past century.

529 plans now cover more than college — trade school, apprenticeships, grad school, and professional credentials. See how the flexibility can play out in practice.

Tax-free growth and consistent contributions can turn into significant college savings.

This past summer, Congress passed the One Big Beautiful Bill Act (OBBBA)—an ambitious name for a law that brings something surprisingly practical: stability.

The most successful families don’t just transfer wealth—they prepare the next generation to be thoughtful stewards of it.

Retirement isn’t simply the end of a career. It’s the start of a new chapter. A chapter we believe feels most fulfilling when guided by purpose, not just financial readiness. […]

Deciding between a donor-advised fund or private foundation to facilitate your family’s charitable giving? Learn key differences in how these vehicles are managed to find the right option for you.