Piecing Together The Estate Planning Puzzle
Coordination between an investor, investment advisor, and an estate attorney can help turn what can be a complicated puzzle into a plan.
Gordie Gorsuch
Lead Advisor
Grateful for index fund creator Jack Bogle’s contributions to everyday investing, Gordie Gorsuch, CFA, writes about effective investing on the Simple Truth blog. His calm voice of reason resonates in posts such as “Risk and Return Go Hand in Hand.”
A Good Year: Keeping A Lid On Taxes
While most funds in a typical Vista portfolio saw little to no year-end capital gain distributions, many mutual fund shareholders found themselves on the receiving end of large tax bills.
The Best Way To Make Charitable Donations?
Given the late 2014 rule change and ongoing uncertainty surrounding QCDs, this is a good time to review a few charitable giving basics. By planning in advance, you can ensure your giving strategy benefits from all available tax deductions.
Advice Doesn’t Have To Be Complex To Be Effective
How does one filter out the noise and identify what is essential to long-term success? These simple guidelines can help.
For Bettor Or Worse? Point Spreads And Stock Prices.
Expectations of all market participants combine to set both stock prices and point spreads. An individual has to be extraordinarily confident (or oblivious) to think they can outsmart the crowd.
Rebalancing: Focus on What Matters
Trimming an investment that has become “overgrown” can mean realizing gains and paying taxes. Not to be unexpected, this is part of being a successful, long-term investor.