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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?

What Facebook’s New Millionaires Should Learn From Google

May 4, 2012
Author: Vista Capital Partners

Facebook’s looming IPO will mint a new generation of Bay Area millionaires not seen since 2004, when Google went public.  Not surprisingly, the sharks of Wall Street are circling, hoping to sink their teeth into the thousands of soon-to-be millionaires.  In this Portland Business Journal guest column, Vista’s Dougal Williams explains why Facebook’s new rich would be wise to learn an investment lesson from their Silicon Valley neighbor.  The lesson?  Run far and fast from brokers peddling get-rich schemes.  Instead, invest your money using index funds.

What Facebook’s New Millionaires Should Learn From Google


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Active vs. passiveInvestor behavior

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The midterms and your portfolio: what history tells us

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Stocks have advanced under Republican, Democratic, and mixed control of Congress. The evidence favors staying invested and diversified over reacting to elections.

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Separately Managed Accounts: What they are and when they make sense

October 19, 2026By Alex Canellopoulos, CFA, CFP®

Separately managed accounts offer direct ownership of individual securities, which can create added tax-management opportunities for investors whose circumstances warrant it.

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All-time high? Or just another Thursday?

September 11, 2026By Joe Rayburn, CFP®

New market highs can feel unsettling, as if stocks can’t climb any higher. But history shows something different. We look at the data, and why staying the course is key.

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