Vista insights
Get to know our team’s thinking on investing, financial planning, shaping your legacy, and more.
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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.
529 plans turn 30: still the smartest way to save for college
Tax-free growth and consistent contributions can turn into significant college savings.
Inflation is back. That’s why we have TIPS.
Inflation is running nearly double the Fed’s target. Here’s what that means for your portfolio — and why we own TIPS before inflation makes the headlines.
The answer to AI disruption? Discipline.
Recent layoff announcements from Meta, Oracle, and others have intensified concerns about AI’s impact — and what it means for your 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.
529 plans turn 30: still the smartest way to save for college
Tax-free growth and consistent contributions can turn into significant college savings.
What The “One Big Beautiful Bill Act” Means For You
This past summer, Congress passed the One Big Beautiful Bill Act (OBBBA)—an ambitious name for a law that brings something surprisingly practical: stability.
One Big Beautiful Bill Act: New standard deduction boost for seniors
Seniors can claim an extra $6,000 deduction ($12,000 for couples) through 2028, with income limits. This temporary benefit creates valuable opportunities for tax-smart retirement planning.
Beyond wealth
Explore how your wealth can shape a meaningful legacy for your family, community, and the wider world.
The Purpose Project: Designing your best life
Retirement isn’t simply the end of a career. It’s the start of a new chapter. A chapter we believe feels most fulfilling when guided by purpose, not just financial readiness. […]
Donor-advised fund vs private foundation: Choosing the right giving vehicle for you
Deciding between a donor-advised fund or private foundation to facilitate your family’s charitable giving? Learn key differences in how these vehicles are managed to find the right option for you.
Redefining purpose and productivity in retirement
Retirement isn’t the end of productivity, but an evolution – where success is measured not by output but by meaning, purpose, and how fully you live according to your values.
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