Investment research

Celebrating 20 years of Vista’s Wealth Symposium, we dug into new ideas to help clients plan with confidence— including what that Monte Carlo “success rate” really says about your retirement.

Can you trust Morningstar’s mutual fund star ratings? Dougal Williams, CFA, reveals how these ratings can be manipulated—potentially misleading investors.

See how Nobel Prize-winning research by Eugene Fama and Kenneth French shapes Vista’s investment philosophy, focusing on key factors that drive long-term portfolio success.

Get highlights from Vista’s 19th Annual Wealth Symposium, where we explored investment strategies and tax planning innovations, plus gained insights from elite athletes about peak performance.

New research suggests retirement portfolios may sustain higher withdrawal rates than the traditional 4% rule. What does this mean for your retirement planning strategy?

In the financial landscape, alternative investments such as private credit, private equity, venture capital, and hedge funds have garnered media attention as institutional investors intensify their commitments to non-traditional assets.

AI-powered investment funds consistently underperform the market. Learn why sticking to fundamental investment principles might be the better way to go when building your portfolio.

Market timing can be costly. Find out how emotional investment decisions create a significant “behavior gap” between market returns and what most investors actually earn.

Curious about sustainable investing? Learn how Vista’s Impact Portfolio maintains sound investment principles and broad market diversification without sacrificing long-term performance expectations while investing for the greater good.

We recently held our 18th annual Wealth Symposium, an offsite event in which members of our investment, financial planning, and legacy planning teams present research projects to our full advisory […]

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. […]