In a world of uncertainty, U.S. Treasury bonds continue to shine. Learn why they remain the bedrock of portfolio safety—offering unmatched liquidity, global demand, and downside protection.

With U.S. stock prices down and volatility up, some suggest it’s time for stock pickers to shine. But does the evidence support the claim?

In this webinar, we share our perspectives on what’s driving markets, how we’re responding, and what this means for your portfolio and financial plan.

Chasing recent winners too often leads to disappointment. Long-term investment success requires global diversification, discipline, and resisting our own biases.

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.

President elections have less impact on market performance than you might think. Find out why sticking to sound investment principles matters more than political outcomes.

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).

From saving early to finding joy in the journey, read nine essential financial and life lessons a father shares with his college-age daughter about building a happy, prosperous future.