This month, Vista’s Chief Investment Officer Dougal Williams sat on an expert panel for the CFA Society Portland’s 13th Annual Investment Strategy Dinner. From 2018’s biggest market surprises to what’s ahead in 2019, here are select excerpts from his conversation.
This year’s buffet of market predictions appears appetizing at first, but our year-end retrospective shows that guesswork disguised as portfolio advice generally turns out to be wrong.
With the clock running down on 2018, you might be contemplating special gifts for your family. Whether you’d like to contribute to a 529 or establish a trust fund, you’ll want to keep a few tax guidelines in mind to maximize the joy of giving.
What do riptides and market volatility have in common? They’re scary and potentially harmful—unless you know how to navigate the waters.
Today, people are enamored of U.S. stocks and the attractive returns they’ve delivered. International stocks? Not so much. Giving up on international stocks now in favor of more U.S. stocks could be a big mistake.
Some investors may be frustrated with the low absolute returns they’ve experienced over the past 10 years. And today’s high stock valuations and inflation risks have many thinking it may only get worse. Are we destined for low returns?