Portal
Let's talk
  • What we do
    • Wealth management services
    • Our approach
    • Working together
  • About us
    • Our team
    • Our company
    • Community engagement
    • News and events
  • Insights
  • Careers
  • Contact us
  • Portal login
  • Disclosures
The latest insights
  • The midterms and your portfolio: what history tells us
  • Separately Managed Accounts: What they are and when they make sense
  • All-time high? Or just another Thursday?
< Featured Insights

Investing

  • <
  • 1
  • 2
Investing

Social Security: Why the “take it early” headlines miss the mark

January 22, 2026 Rob Greenman, CFP®

Every so often, a headline claims most people should take Social Security as early as possible. It makes for great clickbait, but not great advice.

Investing

The illusion of access: why alternatives don’t belong in everyday portfolios

Article September 18, 2025 Dougal Williams, CFA

Private investments are increasingly offered to individual investors, positioned as opportunities once reserved for elite institutions. Yet their complexity, high costs, and limited transparency raise important questions about their long-term […]

  • <
  • 1
  • 2

Popular tags

Active vs. passive Market timing Economy and markets Diversification Retirement Tax strategy Investment research Investor behavior Insurance Bonds Vista news Philanthropy

Subscribe to agenda-free news, tips, and analysis, delivered to your inbox.

This field is for validation purposes and should be left unchanged.
  • Legal Disclosures
  • Form CRS
  • Client Portal
  • Cookie Policy
  • Legal Disclosures
  • Form CRS
  • Client Portal
  • Cookie Policy
  • Legal Disclosures
  • Form CRS
  • Client Portal
  • Cookie Policy
Contact us
© Vista Capital Partners 2026. 100% employee-owned.
Manage Consent

We use cookies to track website performance. View our Privacy Policy for details.

Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
  • Manage options
  • Manage services
  • Manage {vendor_count} vendors
  • Read more about these purposes
View preferences
  • {title}
  • {title}
  • {title}