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< Featured Insights

Vista news

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Investing

Opinion: With the market a mess, the stock pickers are back

Article April 30, 2025 Dougal Williams, CFA

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?

Vista news

Patrick Yazhari, CFP® promoted to Lead Advisor

Vista News March 12, 2025 Vista Capital Partners

We’re excited to announce that Patrick Yazhari, CFP®, has been promoted to Lead Advisor at Vista Capital Partners.

Vista news

Exciting changes at Vista: Introducing our bold new website and brand identity

Vista News March 10, 2025 Vista Capital Partners

We’re thrilled to introduce our brand refresh and redesigned website, designed to reflect the depth of our expertise, our investment philosophy, and the vibrant culture that sets Vista apart.

Vista news

Thought leader roundtable: 2024 secrets of most admired companies (video)

December 19, 2024 Vista Capital Partners

The Portland Business Journal interviewed Dougal Williams to discuss insights and secrets to Vista’s success.

Vista news

Vista Capital Partners named among Oregon’s Most Admired Companies

Vista News December 12, 2024 Vista Capital Partners

Vista Capital Partners is delighted to be named one of Oregon’s Most Admired Companies in the Financial Services sector by Portland Business Journal.

Events

Webinar recording: Pre-Medicare healthcare planning

Events October 8, 2024 Jon Gannon, CFP®

What insurance options are available if you retire before age 65? We cover all the things you need to know.

Vista news

Vista Capital Partners named among Best Places to Work in Oregon & SW Washington

August 16, 2024 Vista Capital Partners

Vista Capital Partners is one of the best places to work in Oregon, according to the Portland Business Journal.

Investing

Vista’s 19th Annual Wealth Symposium

Article July 29, 2024 Alex Canellopoulos, CFA, CFP®

Get highlights from Vista’s 19th Annual Wealth Symposium, where we explored investment strategies and tax planning innovations, plus gained insights from elite athletes about peak performance.

Financial planning

Nine Ways to Safeguard Yourself Against Cybercrime and Financial Fraud

Article February 29, 2024 Jon Gannon, CFP®

Cybercrime is a $10.5 trillion industry. Learn essential strategies to protect yourself from financial fraud and get the nine steps to safeguard your assets and privacy.

Financial planning

Webinar Recording: Cybersecurity & Fraud Prevention

Vista News February 23, 2024 Jon Gannon, CFP®

Don’t be a victim of cybercrime! Find out some of the ways to protect your money, data, and privacy from fraud.

Legacy planning

Webinar Recording: Philanthropic Giving Guide

Vista News November 10, 2023 Jon Gannon, CFP®

Giving is about more than just reducing your taxes – it’s also about making a bigger impact. The Vista team discusses ways to increase your charitable giving throughout the year.

Financial planning

Medicare: An Educational Webinar (replay available)

Vista News September 22, 2023 Jon Gannon, CFP®

Planning to retire before age 65? Learn more about your health insurance coverage options available before you’re eligible for Medicare.

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