Making a difference in our communities

When it comes to passing down wealth, the biggest question isn’t just how—but when. Should you give while you’re alive and see the impact firsthand, or structure your estate to provide for loved ones after you`re gone?

Vista recently partnered with Stoel Rives LLP to host an impactful panel discussion about the complexities of family wealth transfer. Vista`s Julia Tierney, CFP®, Director of Legacy Planning and Emily Karr, Partner at Stoel Rives LLP and Chair of Benefits, Tax and Private Client Group, were joined by Vista`s Chief Growth Officer Rob Greenman, CFP®, who moderated the discussion.

Vista Capital Partners is seeking a Client Service Associate to join our team. Our ideal CSA has 3-5 years of business experience, preferably in the financial services industry. Vista employees enjoy flexible time off, sabbaticals every five years, generous paid parental leave, and a hybrid work environment. To learn more about the opportunity, perks, and benefits, visit vistacp.com/careers or click the link in our bio.

With U.S. stock prices down and volatility up, some suggest it’s time for stock pickers to shine. But does the evidence support the claim? In the Portland Business Journal, Vista CEO and Chief Wealth Officer, Dougal Williams, CFA, unpacks decades of research and reveals why index investing still offers investors their best chance for success.

To read the article, visit vistacp.com/news or click the 🔗 in our bio.

Recent volatility has highlighted the unpredictable nature of markets and investing. While unsettling, these periods help underscore the importance of a disciplined approach.

Please join us for a webinar on Thursday, April 17, 2025 at 12:30 pm. Dougal Williams, CFA and Alex Canellopoulos, CFA, CFP® will share perspectives on what’s driving markets, how Vista is responding, and what this means for your portfolio and financial plan.

To register, visit vistacp.com/events or click the 🔗 in our bio.

In times like these, it’s easy to get caught up in short-term performance and lose sight of long-term goals. But as history shows, making investment decisions based on a single month or quarter can do more harm than good.

In our latest blog post, Lead Advisor Doug Post, CFP® explores why staying disciplined through market ups and downs remains the most effective strategy for long-term investors.

For complete details, visit vistacp.com/blog or click the 🔗 in our bio.