Investor behavior

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

Wall Street’s annual forecasts are back. Before you chase the ‘top stocks for 2025,’ see how last year’s predictions held up. (Spoiler: not great.)

This summer, I worked as an intern for Vista Capital Partners and am honored to have been hired as a Client Service Associate. Over the past few months, I did […]

This month, IBM made headlines on news that customer demand for its artificial intelligence (AI) technology pushed profits above analyst expectations, boosting its stock price to the highest level in […]

When Bill Walsh transformed the beleaguered San Francisco 49ers into Super Bowl champions in just two seasons, he accomplished something no other NFL coach previously had. The secret to his […]

Editor’s note: This article was contributed by our Summer 2023 interns, Halle Christen Miller and Ron Li. In this age of information at our fingertips, there’s no shortage of resources […]

Is it just me, or has there been even more than the usual volume of news lately? Russia’s barbaric attacks and Ukraine’s brave resistance have rightfully taken center stage. But […]

The stock price of video game retailer GameStop recently surged more than 1,500%, providing some investors an eye-popping return. Others are left wondering, Am I missing out? Here’s our take […]

Why do investors continue their attempts to time the market, when the evidence tells us no one has done so consistently? For better investment results, think like a rat.

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 […]

Plan for the unexpected. Get comfortable with losing. Enjoy the journey. Chief Investment Officer Dougal Williams shares some valuable investing advice from an unlikely source.

Economic models assume humans make rational choices, but University of Chicago economist Richard Thaler isn’t having any of it. With wild swings in the market this month, investors and their […]