Topic
Choosing an Investment Advisor
How OCIO, Integrated CIO and fiduciary advisory relationships work, how they are priced, and how to compare providers.
Private Wealth & Family Office
What Is a Family Office, and Does Your Family Need One?
What a family office does, single- vs. multi-family offices, how much wealth you need, and how most families get the…
Foundations & Endowments
How Should a Foundation Investment Committee Choose Its Policy Benchmark?
A foundation policy benchmark should mirror the target asset allocation, use investable published indices, and be…
Choosing an Investment Advisor
What Is an Integrated CIO (iCIO)?
Integrated CIO (iCIO) is Vistamark’s high-touch outsourced CIO platform: direct access to senior experts and a deeper…
Choosing an Investment Advisor
Build vs Buy: The Real Cost of an Internal Investment Department
The real cost of building an in-house investment team (staff, data, tools and senior time) versus outsourcing to an…
Foundations & Endowments
The Fiduciary Governance Calendar
The fiduciary governance calendar: what an investment committee should review every quarter and every year, from…
Foundations & Endowments
UPMIFA in Plain English
UPMIFA in plain English: the state law that governs how charities invest and spend endowment funds, and what it…
- How OCIO Pricing Actually Works: Retainers, Basis Points, and Project Fees
- How Much Should an Endowment or Foundation Pay an Investment Advisor or OCIO
- Getting Spending Policy Right: A Practical Guide for Foundation Investment Committees
- Christian Science Faith-Based Investing for Endowments and Foundations: A Comprehensive Guide
- Baptist Faith-Based Investing for Endowments and Foundations: A Comprehensive Guide
- The Case for Managed Accounts in Defined Contribution Plans
- Unleash Your Portfolio’s Income Potential: A Deep Dive into Covered Call ETFs
- Islamic Faith-Based Investing for Endowments and Foundations: A Comprehensive Guide
- Family Offices: Ditch the Talent Hunt and Hire an Expert Contractor
- Navigating Your Fiduciary Compass: A Guide for 401(k) Investment Committee Members
- Jewish Faith-Based Investing for Endowments and Foundations: A Comprehensive Guide
- Active vs. Passive: Tailoring Investment Strategies to Asset Classes
- A Strategic Guide to Hedging Your Concentrated Stock Position
- Methodist Faith-Based Investing for Endowments and Foundations: A Comprehensive Guide
- Cash Balance Plans: The Hybrid Solution Powering Retirement and Tax Savings
- Liquid Alternatives: A Smart Play for Your Portfolio? (And How They Differ from Hedge Funds)
- Catholic Faith-Based Investing for Endowments and Foundations: A Comprehensive Guide
- Crafting Your 401(k) Investment Policy Statement: Your Roadmap to Retirement Success
- Your Next Chapter: Smart Money Moves for Illinois High-Net-Worth Divorcees
- Savings vs. Debt: How to Master Your Money Priorities
- Quaker Faith-Based Investing for Endowments and Foundations: A Comprehensive Guide
- Breaking Free from Concentrated Stock Positions: Advanced Tax Strategies That Transform Your Portfolio
- Unlocking Your Real Estate Windfall: Why an Investment Advisor is Your Essential Partner
- Selecting a Phoenix Area Financial Advisor
- Preserving and Amplifying Dynastic Wealth: The Strategic Imperative of Private Equity for Ultra-High-Net-Worth Investors and Family Offices
- From Business Owner to Investor: Charting Your Course After a Business Sale
- Selling Your Small Business: A Roadmap to a Successful Exit
- Charitable Giving After Recent Tax Law Changes: What Nonprofits and Donors Need to Know
- Beyond the Endowment: How Investment Governance Protects Nonprofit Missions
- Your Financial Future Deserves a Champion: Why a Fiduciary Advisor is Non-Negotiable
- Securing Tomorrow, Today: The Indispensable Role of Private Equity in Endowment & Foundation Portfolios
- Choosing the Right Investment Advisor for Your Foundation or Endowment
- Selecting a Chicago Area Financial Advisor
- The Enduring Legacy: How Planned Giving is Revolutionizing Nonprofit Endowments
- The Value of Integrated Chief Investment Officer Services: A Hybrid Model for Personalized Portfolio Stewardship
- The Vista of Insight and the Mark of Excellence: Why We Founded Vistamark Investments
- How RIAs and Bank Trust Departments Are Elevating Their Investment Game Through Outsourced CIO Solutions
- Shield Your 401(k) Plan: 5 Essential Strategies to Prevent Fiduciary Lawsuits
- Navigating the Future: Why Asset Liability Management is Key for Corporate Defined Benefit Pension Plans
- How to Blend After-Tax, Roth, and Traditional Qualified Accounts to Optimize After-Tax Investment Returns
- Don’t Let the Medicare IRMAA Ambush Your Retirement: How to Avoid or Appeal the Surcharge
- A Guide to Smart Social Security Claiming Strategies
- Safeguarding Your Legacy: Essential Estate Tax Strategies for Married Couples
- Strategic Considerations for Implementing a Roth 401(k) Option
- Traditional vs. Roth 401(k): Your Ultimate Retirement Planning Guide
- The Big Beautiful Bill: Why This New Tax Law Is Reshaping Endowment and Foundation Investing
- The Roth IRA Conversion Conundrum: Is It Right for Your Retirement?
- The 403(b) Revolution is Coming: What Fiduciaries Must Know About CITs
- Is the Alternative Minimum Tax Lurking in Your Financial Future? Here’s How to Stay Safe.
- Tax Loss Harvesting: Strategies and Portfolio Integration for Optimal After-Tax Returns
- Unlocking Education: Your Essential Guide to 529 Investing for Illinois Families
- International Equity Diversification: Weighing the Global Opportunities and Challenges
- Unearthing Value: Is Gold the Missing Piece in Your Investment Portfolio?
- Unlocking Portfolio Potential: The Strategic Case for Bitcoin as a Diversifier
- Traditional Medicare vs. Medicare Advantage: Making the Right Choice for You