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.
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?
read moreAdvice 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…
read moreStarting the Search for Retirement Living Options
While many Americans prefer to age at home, continuing care retirement communities (CCRCs) and traditional retirement communities are attractive alternatives. What’s the difference between the two?
read moreWhat Does an Inverted Yield Curve Tell Us?
A month ago, the U.S. yield curve—which usually slopes upward—turned downward. Legend has it inversions are bad news—inverted yield curves have preceded each of the last seven recessions. Should investors be worried?
read moreShould I Invest in Opportunity Zones?
Investing in Opportunity Zones—including those in downtown Portland—can delay or reduce capital gains, but there are risks involved. Are Opportunity Zones right for you?
read moreGuidelines for Using 529 Funds
When it’s time to switch gears from saving for college to paying for tuition, you’ll want to know how to access your 529 funds. Here are some tips for getting started.
read moreShould We Worry About a Recession?
Headlines warning a 2019 recession is coming might have investors worried. But history reveals some surprising lessons about how best to invest in a recession.
read moreMedicare Sign-Up Mistakes Can Be Costly
If you’re nearing 65, you’ll want to familiarize yourself with Medicare’s various enrollment scenarios. Timely enrollment ensures coverage when you need it—and helps you avoid unexpected penalties.
read moreAre You Maximizing Your 401k Plan?
Contributing the full allowable amount and leveraging an employer match are time-tested ways to grow your 401k. But there are a few more strategies you can employ to supercharge your retirement plan.
read moreKey Questions for Today’s Investor
This month, Vista’s Chief Investment Officer Dougal Williams sat on an expert panel for the CFA Society Portland’s 13th Annual Investment Strategy Dinner. From 2018’s biggest market surprises to what’s ahead in 2019, here are select excerpts from his conversation.
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