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.
Are 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.
read more2018 Predictions: Different Buffet, Same Bloat
This year's buffet of market predictions appears appetizing at first, but our year-end retrospective shows that guesswork disguised as portfolio advice generally turns out to be wrong.
read moreEight Tips to Outsmart Hackers
Phishing has been around for more than 20 years now, and it’s not about to go anywhere soon. Human error remains the number one cause of security breaches—but there are steps you can take to protect your assets.
read more‘Tis the Season for Year-End Gifting
With the clock running down on 2018, 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.
read moreManaging Mutual Fund Taxes
With the clock running down on 2018, 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.
read moreIs A Deferred Compensation Plan For You?
End-of-year fund distributions (and associated taxes) can sneak up on the most vigilant of investors. Not to worry—Vista’s approach seeks to keep a lid on taxes and ensure the lion’s share of returns end up in your pocket.
read moreHow to Survive a Financial Riptide
As an executive or high earner, you may have the option to participate in a deferred compensation plan through your employer. Here's what to consider when deciding if deferring is right for you.
read moreWhat Can I Expect to Pay for Health Care in Retirement?
What do riptides and market volatility have in common? They’re scary and potentially harmful—unless you know how to navigate the waters.
read moreInternational Stocks: Don’t Stop Believin’
Whether you stop working before or after you’re eligible for Medicare, healthcare costs will increase in retirement. Does this mean kissing post-retirement travel plans goodbye? Not at all.
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