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Investing

Our Market Reflections on the November Elections

Dougal Williams
| August 26, 2020

In the classic film “It’s a Wonderful Life,” George Bailey learns not every blessing or curse ends up being as fortunate or ill-fated as expected. Likewise, investors should avoid reading too much into financial forecasts driven by “good” or “bad” election-year news.

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Money & Life

529 Plans: What’s a Grandparent to Do?

Lyndsi Stender
| August 26, 2020

Understanding the relationship between 529s and financial aid is critical for grandparents helping grandchildren with college costs. Maximize your giving—and their financial aid—with these tips.

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Happy & Prosperous

What Does Wealth Mean to You?

Vista Capital Partners
| August 12, 2020

We asked Vista intern, Peter Za, to share his reflections on the meaning of wealth. A native of Thailand, graduate of Cleveland High School, and current junior at Babson College, we appreciated his perspective.

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Investing

Three Lessons Covered by Our Quilt Chart

Dougal Williams
| July 30, 2020

Hot holdings always change, but the temptation to chase them remains. We’ve long used our “quilt chart” to cover why diversification is a perennial solution to this seasonal challenge.

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Investing

Active vs. Index Investing in Down Markets

Dougal Williams
| July 20, 2020

Some believe active management outperforms during down markets. To address this myth, we looked at recent performance data—and we weren’t surprised by the results.

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