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Investing

’Tis the Season…for Distributions

Chris Roberts
| December 16, 2021

Ah, December. Time to put up those festive decorations, bake (or buy) some tasty treats—and brace for mutual fund capital gain distributions. Distributions are an…

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Money & Life

Keeping You Safe From Fraudsters

John Convery
| November 22, 2021

Last month, we wrote about steps you can take to protect yourself from identity theft. This month, we share how we keep your information secure and what to do if you fall victim to identity theft.

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Financial Planning

Giving Strategies for the Greatest Good

Julia Tierney
| November 22, 2021

With the holidays fast approaching, now is a great time to “merry” up charitable giving with tax savings. According to the National Philanthropic Trust, 69%…

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Investing

Is It Safe to Swim in High-Water Markets?

Jon Gannon
| November 22, 2021

If you’ve been reading our Vista viewpoints for a while, you may have accepted the wisdom of staying disciplined during market downturns. But what about…

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Investing

Will the Best Team Win? As an Investor, Don’t Bet on It

Chris Roberts
| October 29, 2021

You may love your college football team, but how much are you willing to wager on a win? Your ability to beat the point spread is similar to trying to time the stock market.

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