The Simple Truth (Blog)
Welcome to a place that is free from the bias of Wall Street. A blog devoted to providing information that gives you the very best chance for success. Where we pull back the curtains to reveal what really matters. Where you can find answers, without getting a hidden agenda in return.
Answers to Your Top Open Enrollment Questions
It’s that time again—open enrollment. Faced with a bevy of choices, how do you know what’s best for you and your family? Our top open enrollment Q&As can help guide your choices.
Investment Lessons from Wall Street’s Wisest Man
From the early days of Vista, revered investment consultant Charles Ellis has significantly influenced our investment approach. This month, “Wall Street’s wisest man” turns 82—a fitting time to share some of his most astute investment advice.
A New Mutual Fund for Oregon Taxpayers
Newly launched, the DFA Oregon Municipal Bond Fund (DOGMX) is a welcome improvement to many of our clients’ portfolios. Learn more about this important fund.
Should I Have Earthquake Insurance?
As Pacific Northwesterners, we live under the specter of seismic activity—including the Big One. While we can’t predict when the next earthquake will hit, we can make informed decisions when it comes to earthquake insurance.
The Comeback Power of Small Value Stocks
Over the past 10 years, small value stocks have dramatically underperformed large growth stocks. Is there hope for a turnaround?
Are Your Beneficiary Designations Up to Date?
If you haven’t checked your beneficiary designations lately, you might want to review them. Keeping beneficiaries current can prevent a host of headaches down the line.
What Investors Can Learn from a New Market High
The Dow Jones Industrial Average and the S&P 500 recently closed at new all-time highs. Is this a sign of more gains to come or a signal of an imminent correction?
What Does Wealth Mean to You?
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.
What the Dow Tells Today’s Investor
The Dow Jones Industrial Average has been the gold standard of financial indicators for generations of investors. While it remains a fixture in financial reporting, is the Dow still relevant in today’s market?
Advice to Graduates from a Financial Advisor
For the recent graduate in your life, we’ve assembled some of our favorite advice—financial and otherwise—from a seasoned advisor. And they thought they were done learning…