A Market Update: March 2020
This week’s headlines have likely caught your attention. Here’s how we’re addressing the recent market volatility.
The Decade That Wasn’t: Expectations vs. Realities
The gloomy predictions and misplaced faith of the early 2010s were shattered by 2019. What can we take away from the surprising realities of “the decade that wasn’t”?
How to Prevent Tax Identity Fraud
As we enter tax season, what can you do to protect yourself from fraud? We sat down with Greg Railsback, CPA, to learn more.
Building Better Portfolios: The Investment Factor
We enjoy welcoming a new year as much as anyone, but we’re far more skeptical about welcoming new stock market factors into our investment strategies. That’s why we’re excited to share the latest addition to Vista client portfolios.
What Does the SECURE Act Mean for You?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 introduces sweeping changes to retirement legislation. Here are three new rules that might impact you.