Wealth means different things to different people—and its meaning changes throughout our lives. We recently asked local high school students to tell us, “What does wealth mean to you?” Here’s essay contest winner Owen Reynolds’ take.
One-fifth of our country’s population is on the doorstep of retirement. These folks face a particular psychological challenge: confronting the reality they’ll soon be done adding to their nest egg and will have to live off it for 30 years or more. In this Portland Business Journal article, Vista’s Dougal Williams provides four tips to help make retirement a happy and prosperous one.
Reaching this rare industry milestone would not be possible without the trust and confidence of our clients. They have rewarded us with their loyalty and referrals, which we believe is the ultimate validation of the work we do.
As our company nears $1 billion in assets under management, the Portland Business Journal’s Matthew Kish highlights what’s driven that growth—a culture of client service, hiring the right people, and an investment philosophy Warren Buffett would love.
Each year, we hold an event called the Vista Investment Symposium. Members of our Investment Team gather during this all-day, off-site meeting to review research on…
Despite having an up-to-date will, you may not have selected the best way to pass a retirement account on to heirs.