Active vs. passive

Here’s a question: Why does your car need a rearview mirror? Once you’re moving forward, does it really matter what lies behind you? I think we can all agree, whether […]

With markets bouncing up and down, investors may be fearful the Omicron variant will send stocks into a tailspin. Others worry global supply chain and price pressures will turn inflation […]

You may love your college football team, but how much are you willing to wager on a win? Your ability to beat the point spread is similar to trying to […]

Last month, we wrote about Special Purpose Acquisition Companies (SPACs) as an increasingly popular path for companies to go public. This month, we continue that conversation. With so much buzz […]

With so many recent announcements of local companies going public, we shed light on Special Purpose Acquisition Companies (SPACs), their rising popularity, and alternative options for the public offering process. […]

Every December, we like to indulge in a review of the year’s top market predictions. How did the “experts” fare in 2020?

Like a horror-show sequel released just in time for Halloween, they’re baaa-aack: It’s the Return of the Day Traders. Will today’s hopefuls fare any better than their disgraced predecessors?

The wild swings of the stock market can make it hard to think straight. Luckily, there’s a simple tool to dial down the drama—the “quilt chart.”

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.

The gloomy predictions and misplaced faith of the early 2010s were shattered by 2019. What can we take away from the surprising realities of “the decade that wasn’t”?

Last January, experts weighed in with market predictions for 2019. How did their picks perform in a great year for stocks? Read our review before taking too much stock in […]

From the early days of Vista, revered investment consultant Charles Ellis has significantly influenced our investment approach. This month, “Wall Street’s wisest man” turns 82—a fitting time to share some […]