Vista insights

Tariffs create headlines and lots of buzz—but history shows minimal long-term impact for investors. So what’s the best approach for investors to take when short-term noise about tariffs and trade […]

In a world of uncertainty, U.S. Treasury bonds continue to shine. Learn why they remain the bedrock of portfolio safety—offering unmatched liquidity, global demand, and downside protection.

With U.S. stock prices down and volatility up, some suggest it’s time for stock pickers to shine. But does the evidence support the claim?

Celebrating 20 years of Vista’s Wealth Symposium, we dug into new ideas to help clients plan with confidence— including what that Monte Carlo “success rate” really says about your retirement.

Transitioning from earning a paycheck to creating sustainable retirement income requires careful planning and a smart strategy.

Social Security isn’t disappearing, but smart planning matters. We tackled some of the common questions regarding Social Security’s future and possible changes that could impact your retirement income.

Wondering when—and how—to pass on wealth to loved ones? A candid conversation explores the emotional side of giving, with practical takeaways on timing, fairness, and legacy planning.

Deciding between a donor-advised fund or private foundation to facilitate your family’s charitable giving? Learn key differences in how these vehicles are managed to find the right option for you.

Retirement isn’t the end of productivity, but an evolution – where success is measured not by output but by meaning, purpose, and how fully you live according to your values.