Yogi Berra passed away this September at the age of 90. Yogi was a Major League Baseball player and manager who won 13 World Series rings during his Hall of Fame career. His memorable quotes transcended baseball—even sports—and were relevant for all people, including investors.
On August 18, U.S. stocks posted the first of what turned out to be six straight days of declines. That week, the S&P 500 Index dropped nearly 12%. While U.S. stocks have rebounded in the days since, the psychological impact of such swings can have a lingering, unnerving effect on investors.
Each year, we hold an event called the Vista Investment Symposium. Members of our Investment Team gather during this all-day, off-site meeting to review research on…
While avoiding most risks helps keep us safe in everyday life, risk in our financial lives deserves special consideration. To invest wisely, we must accept that risk and return go hand in hand.
Yale University boasts one of the country’s largest and best-performing university endowments. Over the past 20 years it has increased nearly 14% per year compared to the 9% average for all college and university endowments. Should all individual investors follow Yale’s example?