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.

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.

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.

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.

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?