Buffett’s Million Dollar Bet
In 2008, legendary investor Warren Buffett bet hedge fund manager Ted Seides $1 million that an index fund would outperform a selection of hedge funds. Eight years into the […]
Groundhog Day and the January Barometer
It would be unwise to conclude the market’s performance in January tells us anything about returns for the rest of the year.
Beware Of Wall Street’s 2016 Predictions
A new year means the financial media’s “Where to Invest Now” guides are, once again, on full display. This year’s batch offers “Top Picks from Top Pros” so readers may […]
“Smart” Beta: Trick or Treat?
Smart beta is a popular disguise on Wall Street this Halloween. But don’t be fooled into believing these strategies are really that smart.
What’s In Store For This 6-year Bull Market?
Stocks in the U.S. have marched higher for more than six years now, making this one of the longest “bull markets” in history.
Do Consultants Add Value To Pension Plans?
Most of the country’s largest pension plans hire consultants to help them pick winning managers. They assume, of course, doing so will lead to better results. Evidence to […]
A Good Year: Keeping A Lid On Taxes
While most funds in a typical Vista portfolio saw little to no year-end capital gain distributions, many mutual fund shareholders found themselves on the receiving end of large tax bills.
Following Expert Predictions Can Prove Costly
Another new year has begun, which means the financial media’s “Where to Invest Now” guides are coming to newsstands near you. As usual, headlines will look something like “Top Stock […]
An Enhancement To Portfolios
Innovations in portfolio theory don’t come around that often, and fewer still are the worthy research breakthroughs that make their way into real portfolios. We’re excited to share one such […]
For Bettor Or Worse? Point Spreads And Stock Prices.
Expectations of all market participants combine to set both stock prices and point spreads. An individual has to be extraordinarily confident (or oblivious) to think they can outsmart […]
Rebalancing: Focus on What Matters
Trimming an investment that has become “overgrown” can mean realizing gains and paying taxes. Not to be unexpected, this is part of being a successful, long-term investor.
Indexing: How Big is too Big?
Many investors wonder if index funds’ popularity has made markets less efficient, thus improving the environment for stock-picking and market timing. While index funds have grown, the majority of […]
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