Vista Capital Partners

‘Tis the season for capital-gain distributions—those unwelcome fund surprises which can show up whether you’ve traded or not. Across the fund industry this year, despite celebratory returns in most asset classes, many investors will be writing checks to the IRS for gains they didn’t realize.

But not at Vista.

For 2025, the stock mutual funds we favor will distribute 0% in capital gains—zero short-term and zero long-term. Meanwhile, the average fund is expected to hand investors taxable distributions averaging 0.1% in short-term gains and 3.3% in long-term gains.

👉 Get more insights from Lindsey Williams, Vista's Chief Client Officer & Lead Advisor, in her article titled: When a “zero” is a win

When a “zero” is a win | Vista Capital Partners ‘Tis the season for capital-gain distributions—those unwelcome fund surprises which can show up whether you’ve traded or not. Across the fund industry this year, despite celebratory returns in most asset classes, many investors will be writing checks to the IRS for gains they didn’t realize....

College athletes earned $917 million in NIL payments in 2024-25. That’s life-changing money for thousands of student-athletes. But are they prepared for the financial responsibilities that come with it?

As a former D1 athlete and Vista advisor, TJ Daniel knows firsthand that athletic careers are unpredictable—but smart financial planning doesn’t have to be.

In our latest blog, TJ teams up with Notre Dame volleyball player and Vista summer intern, Maisie Alexander, to explore how the discipline learned on the court can translate to building lasting wealth beyond your playing days.

Read more: https://vistacp.com/blog/the-student-athletes-financial-game-plan/