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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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Money & Life

As Proposed Federal Tax Changes Simmer, Do I Need to Act?

Doug Post
| October 29, 2021

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.

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Money & Life

How to Protect Yourself from Identity Theft

John Convery
| October 29, 2021

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.

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