Medicare: An Educational Webinar (replay available)
Vista recently hosted a special event, Medicare: An Educational Webinar. Our guest presenter, Elma Friend from Willamette Valley Benefits, LLC, shared great insights and information…
Property & Casualty Insurance: Where Are the Gaps?
If you own a home or a car, you’re probably familiar with property and casualty insurance. It’s one of the most common forms of insurance…
What to Know When Hiring a Financial Advisor
In this age of information at our fingertips, there’s no shortage of resources about investing or managing our personal finances online. But not everyone has…
What Is a Trusted Contact and Why Would I Need One?
As investment fraud continues to be a growing concern, consumers are being encouraged by financial service providers to name a “trusted contact,” a person who…
18th Annual Vista Wealth Symposium
We recently held our 18th annual Wealth Symposium, an offsite event in which members of our investment, financial planning, and legacy planning teams present research…