We enjoy welcoming a new year as much as anyone, but we’re far more skeptical about welcoming new stock market factors into our investment strategies. That’s why we’re excited to share the latest addition to Vista client portfolios.
Last January, experts weighed in with market predictions for 2019. How did their picks perform in a great year for stocks? Read our review before taking too much stock in this year’s new batch of “Where to Invest Now” guides.
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.