Investors are surely feeling grateful for double-digit returns this year—and there’s no reason to let taxes on distributions diminish this attitude of gratitude. Here’s what we’re doing to keep a lid on taxes and ensure the lion’s share of returns end up in your pocket.
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 of his most astute investment advice.
Newly launched, the DFA Oregon Municipal Bond Fund (DOGMX) is a welcome improvement to many of our clients’ portfolios. Learn more about this important fund.
Over the past 10 years, small value stocks have dramatically underperformed large growth stocks. Is there hope for a turnaround?
The Dow Jones Industrial Average and the S&P 500 recently closed at new all-time highs. Is this a sign of more gains to come or a signal of an imminent correction?
The Dow Jones Industrial Average has been the gold standard of financial indicators for generations of investors. While it remains a fixture in financial reporting, is the Dow still relevant in today’s market?