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.
Last January, experts weighed in with market predictions for 2019. How did their picks perform in a great year for stocks? Read our review before taking too much stock in this year’s new batch of “Where to Invest Now” guides.
If your income falls within certain brackets, you can potentially save thousands on annual Medicare costs by keeping an eye on your adjusted gross income. Here’s how.
Investors are surely feeling grateful for double-digit returns this year—and there’s no reason to let taxes on distributions diminish this attitude of gratitude. Here’s what we’re doing to keep a lid on taxes and ensure the lion’s share of returns end up in your pocket.
Starting in 2020, Oregon will replace the current tax deduction with a refundable tax credit for 529 Plan contributions. The switch offers college savers a chance to take advantage of both the tax deduction and credit over the next four years.
With the clock running down on 2019, you might be contemplating special gifts for your family. Whether you’d like to contribute to a 529 or establish a trust fund, you’ll want to keep a few tax guidelines in mind to maximize the joy of giving.
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.
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.
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.
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.
Over the past 10 years, small value stocks have dramatically underperformed large growth stocks. Is there hope for a turnaround?