The SimpleTruth

Welcome to a place free from the bias of Wall Street.

A blog devoted to pulling back the curtains to reveal what really matters.
Where you can find answers, without getting a hidden agenda in return.

Financial Planning

Medicare: An Educational Webinar (replay available)

Jon Gannon, CFP®

| September 22, 2023

Vista recently hosted a special event, Medicare: An Educational Webinar. Our guest presenter, Elma Friend from Willamette Valley Benefits, LLC, shared great insights and information…

Financial Planning

Property & Casualty Insurance: Where Are the Gaps?

Jon Gannon, CFP®

| August 28, 2023

If you own a home or a car, you’re probably familiar with property and casualty insurance. It’s one of the most common forms of insurance…

Investing

What to Know When Hiring a Financial Advisor

Summer Interns: Halle Christen Miller and Ron Li

| August 28, 2023

In this age of information at our fingertips, there’s no shortage of resources about investing or managing our personal finances online. But not everyone has…

Financial Planning

What Is a Trusted Contact and Why Would I Need One?

Andy Darkins, CFP®

| July 27, 2023

As investment fraud continues to be a growing concern, consumers are being encouraged by financial service providers to name a “trusted contact,” a person who…

Investing

18th Annual Vista Wealth Symposium

Dougal Williams, CFA

| July 27, 2023

We recently held our 18th annual Wealth Symposium, an offsite event in which members of our investment, financial planning, and legacy planning teams present research…