TAG: Active vs. Passive

While avoiding most risks helps keep us safe in everyday life, risk in our financial lives deserves special consideration. To invest wisely, we must accept that risk and return go hand in hand.

Most of the country’s largest pension plans hire consultants to help them pick winning managers. They assume, of course, doing so will lead to better results. Evidence to validate this assumption has been unavailable, until now.

While most funds in a typical Vista portfolio saw little to no year-end capital gain distributions, many mutual fund shareholders found themselves on the receiving end of large tax bills.

Another new year has begun, which means the financial media’s “Where to Invest Now” guides are coming to newsstands near you. As usual, headlines will look something like “Top Stock Picks from Top Pros” and “Make More Money in 2015.” Investors hoping to profit from these expert predictions should first review these publications’ can’t-miss picks from last year.

Innovations in portfolio theory don’t come around that often, and fewer still are the worthy research breakthroughs that make their way into real portfolios. We’re excited to share one such breakthrough with you.