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TJ Daniel
Financial Planning

Financial Steps to Take When a Loved One Passes Away

Terrence “TJ” Daniel Jr., CFP®
| September 29, 2023

No matter the circumstances, the death of a loved one is traumatic. And when it falls to you to make decisions and carry out important…

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Investing

Four Lessons Investors Can Learn from Coach Bill Walsh

Andy Darkins, CFP®
| September 29, 2023

When Bill Walsh transformed the beleaguered San Francisco 49ers into Super Bowl champions in just two seasons, he accomplished something no other NFL coach previously…

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Jonathan Gannon
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…

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Jonathan Gannon
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…

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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…

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