Can you trust Morningstar’s mutual fund star ratings? Dougal Williams, CFA, reveals how these ratings can be manipulated—potentially misleading investors.

Wall Street’s annual forecasts are back. Before you chase the ‘top stocks for 2025,’ see how last year’s predictions held up. (Spoiler: not great.)

Despite recent headwinds, REITs — publicly traded funds that own, finance, and manage real estate properties — remain a valuable part of a globally diversified portfolio.

Are you unknowingly limiting your investment potential? Discover the dangers of home bias and how a globally diversified portfolio can help you achieve your financial goals.

With only a few days to go until Election Day, this election year is already shaping up as a bit more unusual than most. Incumbent President Biden exited the race […]

The third quarter of 2024 brought outstanding returns for financial markets. CEO and Chief Wealth Officer Dougal Williams recaps performance and other highlights including The Fed’s rate decision, Nvidia’s record […]

Press Release: Wealth management firm Vista Capital Partners (“Vista”) today announced industry veteran and respected leader Dougal Williams as its new chief executive officer (CEO).

If you could give your young adult kids any advice, what would it be? I started thinking about this 18 years ago after reading “Advice I’ll Pass Along to My […]

This summer, I worked as an intern for Vista Capital Partners and am honored to have been hired as a Client Service Associate. Over the past few months, I did […]

Editor’s note: This article was contributed by our Summer 2024 intern, Lionel Daily Lucero. “How do you decide which investments to add to my portfolio?” That was the question a […]

This year, we proudly hosted our 19th annual Wealth Symposium. During this full-day, off-site event, our investment, financial planning, and legacy planning teams joined forces with our advisory teams to […]

Editor’s note: This article was originally penned in September 2017 by our late colleague Gordie Gorsuch. Although we have updated the data and observations, Gordie’s timeless advice lives on. There’s […]