Mind the Gap, Mind Your Money
Last month, I met with a couple who found themselves in a real pickle. After decades of saving into their 401k’s and exercising company stock…
The Gift of a Legacy Letter
This holiday season, consider giving a gift from the heart: a legacy letter. Vista’s Director of Legacy Planning, Julia Tierney, CFP® and Chief Growth Officer,…
In Today’s Market, Is Cash King?
It has been more than 15 years since cash yields last reached 5%, and these higher rates have many investors wondering whether it’s time to…
Five Strategies to Maximize Philanthropic Giving
‘Tis the season for giving, and whether you’re a seasoned philanthropist or just starting your charitable journey, here are five strategies to help you maximize…
Webinar Recording: Philanthropic Giving Guide
Vista recently hosted a webinar, Philanthropic Giving Guide: Honor Your Values & Maximize Your Impact. This webinar, recorded on Wednesday, November 8, 2023, was presented…