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 Investors Can Learn from Soccer Penalty Kicks
In soccer, it’s hard to “do nothing.” It’s the same in investing. This year’s FIFA World Cup reminded us that while we don’t know which way the market will “kick the ball” tomorrow, next month, or next year, when it comes to long-term investing, staying centered wins.
read moreToday’s Hot Stocks? You Already Own Them
With the U.S. market up just 5% and the hottest stocks returning a whopping 50% to 100% this year, some investors may fear they’re missing out. Should you worry? No. Whether it’s Netflix, Amazon, or any one of today’s top stocks—you already own them.
read moreIs It Time to Worry About Social Security & Medicare?
In 2018—for the first time in 36 years—Social Security and Medicare benefits will be paid from program assets rather than from interest earned on those assets. Is this the beginning of the end for Social Security and Medicare?
read more13th Annual Vista Investment Symposium
Vista’s annual Symposium is an opportunity for our investment and financial planning teams to review the latest research in our field. From discussing best practices for the asset allocation decision to determining the right amount of international stocks to own, we explored topics that will help us best serve our clients.
read moreThe Benefits of Umbrella Insurance
How can you protect yourself against a worst-case scenario? For the price of a nice meal and good seats at a Blazers game, umbrella insurance can properly guard your existing assets and future earnings.
read moreThree Investing Lessons from My Mom
Plan for the unexpected. Get comfortable with losing. Enjoy the journey. Chief Investment Officer Dougal Williams shares some valuable investing advice from an unlikely source.
read moreA Bright Future for Oregon’s 529 Plan
Whether you’ve been saving for college for a while or are about to start saving, you’ll want to know about upcoming changes to Oregon’s 529 College Savings Plan.
read moreTax Changes & Charitable Giving: Have Your Cake and Eat It Too
With standard deductions nearly doubling under the new tax law, far fewer taxpayers are expected to itemize in coming years. Given this change, how should taxpayers approach charitable giving?
read moreBonds – License to Chill
Last month, the Federal Open Market Committee raised the fed funds rate a quarter point to a range of 1.50% to 1.75%. It is the first hike this year and the sixth since 2015 when the Fed began reversing the accommodative measures implemented in the wake of 2008’s “Great Recession.” Even though bond prices decline as interest rates increase, there is a quantum of solace.
read moreTiming is Everything?
With markets in a constant state of flux, many investors are asking themselves, is now the right time to invest? We say: timing is everything—but not in the way you may think.
read more