Giving Strategies for the Greatest Good
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%…
Is It Safe to Swim in High-Water Markets?
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…
Will the Best Team Win? As an Investor, Don’t Bet on It
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.
As Proposed Federal Tax Changes Simmer, Do I Need to Act?
The proposed Build Back Better Act is jam-packed with a number of significant impacts on tax rates, Roth IRA strategies, and common estate planning techniques, including gifts to trusts. While the legislation has not yet been finalized, taxpayers may wish to consider their options.
How to Protect Yourself from Identity Theft
Cybersecurity is a growing concern, with fraudsters becoming more creative and successful each day. Thankfully, there are several things you can do to protect your identity and limit potential for harm.