Vista Financial Advisors

At Vista Financial Advisors, we utilize the insights gained from decades of Historical Cycle Research and Generational Cycle Research.  This in-depth study of long-term global economic, business and financial industry cycles has led Vista to develop a uniquely objective and disciplined approach to long-term financial planning that provides for our clients with greater stability, safety, and peace of mind.

* This is NOT A PROJECTION.  The purpose of this report is to provide a hypothetical historic return analysis based on implementation of the evenly-weighted Vista model on 12/31/1969 to 12/31/1981.  This report provides a hypothetical demonstration of the impact and importance of broad portfolio diversification along with the impact of risk reduction strategies.  It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the portfolios in this report.  Past performance is not necessarily indicative of future results.  Performance is unaudited.  Results reflect the reinvestment of dividends and other earnings.  The volatility of the comparative indexes are materially different from the Vista Model Portfolios (the Vista Model is less volatile).  Data for S&P 500 and Balanced Fund - American Funds Balanced Fund (ABALX) is from Yahoo Finance.

* This is NOT A PROJECTION.  The purpose of this report is to provide a hypothetical historic return analysis based on implementation of the evenly-weighted Vista model on 12/31/1969 to 12/31/2010.  This report provides a hypothetical demonstration of the impact and importance of broad portfolio diversification along with the impact of risk reduction strategies.  It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the portfolios in this report.  Past performance is not necessarily indicative of future results.  Performance is unaudited.  Results reflect the reinvestment of dividends and other earnings.  The volatility of the comparative indexes are materially different from the Vista Model Portfolios (the Vista Model is less volatile).  Data for S&P 500 and Balanced Fund - American Funds Balanced Fund (ABALX) is from Yahoo Finance.