Vista insights
Your go-to resource for blog posts, guides, webinars, and more on wealth management and financial planning
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Breaking through the hype
Welcome to a place free from the bias of Wall Street, where you can find answers without getting a hidden agenda in return.
Mutual fund star ratings: More fiction than fact
Can you trust Morningstar’s mutual fund star ratings? Dougal Williams, CFA, reveals how these ratings can be manipulated—potentially misleading investors.
A New Year: Same Old Lousy Predictions
Wall Street’s annual forecasts are back. Before you chase the ‘top stocks for 2025,’ see how last year’s predictions held up. (Spoiler: not great.)
Beyond Stocks and Bonds: The Case for REITs in Your Portfolio
Despite recent headwinds, REITs — publicly traded funds that own, finance, and manage real estate properties — remain a valuable part of a globally diversified portfolio.
Navigating a life change
Whether planned or unexpected, changes to your financial life can feel overwhelming. Learn how to make wise decisions that keep your financial plan on track.
Webinar: From paycheck to portfolio — Generating income in retirement
Transitioning from earning a paycheck to creating sustainable retirement income requires careful planning and a smart strategy.
Should you count on Social Security?
Social Security isn’t disappearing, but smart planning matters. We tackled some of the common questions regarding Social Security’s future and possible changes that could impact your retirement income.
Don’t Let Imposters Part You From Your Money
Scammers are getting smarter. Protect yourself from the schemes that trick millions into losing billions every year.
Beyond wealth
Explore how your wealth can shape a meaningful legacy for your family, community, and the wider world.
How to Involve Family in Charitable Giving
Philanthropy is more powerful when shared. Discover how to include your family in your giving journey to create a legacy of compassion and purpose.
Navigating the Inheritance Conversation with Aging Parents
Discussing inheritance plans with your loved ones can be a delicate conversation laden with emotion. Perhaps you’re curious about the impact an inheritance might have on your own financial future, […]
Get More Joy from Giving with a Philanthropic Plan
Ready to take your giving up a notch? Learn how a philanthropic plan can help you clarify your values and make a bigger impact on the causes that matter to […]
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