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.
Margin Loans for Short-Term Cash Needs
Using margin not as a trading tool but as a cash management tool can be a savvy way to fund short-term needs and minimize taxes. Learn how and when a margin strategy may make sense for you.
read moreLow Returns in Perspective
Some investors may be frustrated with the low absolute returns they’ve experienced over the past 10 years. And today’s high stock valuations and inflation risks have many thinking it may only get worse. Are we destined for low returns?
read moreTeaching Teens to Invest: The Roth IRA Way
What’s the best way to introduce your kids to investing? Help them establish a Roth IRA. With summer coming to a close, now may be the perfect time to turn those first hard-earned dollars into the foundation for a successful financial future.
read moreRSUs or Stock Options: Which is Better?
Historically offered at startups and tech companies, restricted stock units (RSUs) are gaining broader popularity alongside stock options in employee incentive plans. If you’ve been offered these options, what should you do?
read moreWhat 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 more