Vista Way Advisors

12/24/2025

This business means lots of lists and checking twice - our favorite list of all is the client list. Happy Holidays to you all and your communities far and wide!

12/09/2025

💸 The market is so concentrated it must be overvalued…

How many ‘Mag7’ stocks were beating the S&P as December arrives?

✅ Only two.

There are plenty of other risk narratives that have more merit than just market cap concentration of the index.

What will impact your portfolio in 2026?

Reach out with questions:
🔗 vistawayadvisors.com/contact




Educational and informational content only; not securities or investment advice in any way. Past performance not indicative of future results. The information provided is believed to be reliable and obtained from reliable sources, but no liability is accepted for inaccuracies. Charts and data provided by Y-Charts.

11/25/2025

‼️Bitcoin went from one of the best performing assets in 2025, to now giving back all of those gains, and then some.

There are plenty of reasons why this isn’t the first time we’ve seen this type of breakdown - but is this newest pullback something that dip buyers can bank on?

There are rumblings of an ultimate threat to Bitcoin storage and mining from Quantum computing. Where will the dust settle? We’ll see what happens next 🔍

Reach out with questions:
🔗 vistawayadvisors.com/contact




Educational and informational content only; not securities or investment advice in any way. The information provided is believed to be reliable and obtained from reliable sources, but no liability is accepted for inaccuracies. Charts and data provided by Y-Charts.

08/14/2025

📈 Indexes are hitting highs and there’s more cash on the sideline than ever… how does that dynamic evolve next?

You want a healthy emergency fund, but don’t hold too much cash for too long or you risk falling behind your growth targets.

Reach out with questions:

🔗 vistawayadvisors.com/contact




Educational content not financial advice or recommendations of any kind.

Full piece at vistawayadvisors.com/insights > Student of the Market 3Q25

Source: BlackRock, Morningstar and the ICI as of 6/30/25

08/12/2025

02/21/2025

More than 4 in 10 stocks did nothing for you over the last 5yrs. Don’t chase individual stocks or big bets, compound your money with durability and stability.

We have yet to see which major themes will impact asset prices in 2025, but our disciplined process is designed to keep your money well positioned in any environment.


Visit vistawayadvisors.com/our-process > ‘Efficient Portfolios’ to view full piece.

Performance as of 12/31/24. Diversified investments are represented by the Morningstar U.S. Equity Category, oldest share class only. Individual U.S. stocks are represented by the Morningstar U.S. Stock Universe, all securities on the NYSE and NASDAQ. Past performance not indicative of future results.

12/20/2024

Snowy Friday morning in Boston means it’s time for a chart! Stick with this one… it is compelling.

What happens historically when investors chase everything? Have investors been chasing everything lately?

Reach out with questions and visit vistawayadvisors.com/resources-and-tips to view this full piece and for more helpful insights!

Past performance not indicative of future results.

08/07/2024

Even as the economy catches its breath, there are opportunities with quality companies out there.

Positive earnings, stable cash flow, solid balance sheets, dividend health. Know what you own, and why you own it.

Visit vistawayadvisors.com/resources-and-tips to view our Student of the Market 3Q24 full piece.

Past performance is no indication of future results.

07/26/2024

Visiting long-time dear clients who are building their vista in Maui. Follow your dreams to find your beach, and we will make sure your money lasts to enjoy it!

03/08/2024

Bidding farewell to winter with some ski pics from the VWA community - hope it was a good year and now on to Spring!

What’s your favorite outdoor adventure and how do your health and your wealth intersect to enjoy it?

02/23/2024

Great moment for a West Coast VWA client whose production company did the lasers for the Super Bowl this year! Big cheers to them and to all of our clients far and wide working hard in our vibrant economy!

02/02/2024

Some Friday Fun Facts as 2024 rolls along >>> how does your investing capture global innovation and growth?



See full piece at www.vistawayadvisors.com/resources-and-tips ‘Seeing Economic Trends That Matter’