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?

How much money is enough? Some believe there is no such thing. It turns out you can count on money to buy happiness, but only up to a point.

Recently, Federal Reserve officials announced they anticipate raising short-term interest rates later this year. This news is likely to renew fears for bond investors, as bond prices move in the opposite direction of interest rates.