Investor behavior

In this webinar, we share our perspectives on what’s driving markets, how we’re responding, and what this means for your portfolio and financial plan.

Chasing recent winners too often leads to disappointment. Long-term investment success requires global diversification, discipline, and resisting our own biases.

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.)

See how emotional investing decisions driven by behavioral biases can hurt your portfolio’s growth, and discover why staying disciplined is crucial for long-term success.

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.

What do football and finances have in common? Legendary NFL coach Bill Walsh’s winning principles apply perfectly to creating long-term financial success.

Discover how to choose the right financial advisor – from understanding credentials and fee structures to identifying when professional guidance can add the most value to your financial journey.

We all have natural biases that can derail our investment success. Learn proven strategies to maintain your long-term focus even when markets turn volatile.

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 […]