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< Featured Insights

Recession

Investing

The Bear Necessities

Article September 29, 2022 Jess Allison, CFP®

Bear markets are a natural part of investing – but navigating them can be nerve-wracking. Discover why staying invested through market downturns is crucial for long-term financial success.

Investing

Active vs. Index Investing in Down Markets

Article July 20, 2020 Dougal Williams, CFA

Some believe active management outperforms during down markets. To address this myth, we looked at recent performance data—and we weren’t surprised by the results.

Investing

What Does an Inverted Yield Curve Tell Us?

Article April 26, 2019 Jon Gannon, CFP®

A month ago, the U.S. yield curve—which usually slopes upward—turned downward. Legend has it inversions are bad news—inverted yield curves have preceded each of the last seven recessions. Should investors […]

Investing

Should We Worry About a Recession?

Article February 25, 2019 Julia Tierney, CFP®

Headlines warning a 2019 recession is coming might have investors worried. But history reveals some surprising lessons about how best to invest in a recession.

Investing

Stay Disciplined During Market Turbulence

Article January 30, 2016 Dougal Williams, CFA

In the past few weeks, stock markets around the world have fallen 10% or more. Confronted with declining portfolio values, some investors can lose perspective. We thought this would be […]

Investing

Berra-ish Signals

Article October 13, 2015 Vista Capital Partners

Yogi Berra passed away this September at the age of 90. Yogi was a Major League Baseball player and manager who won 13 World Series rings during his Hall of […]


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

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