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Real estate

Investing

Beyond Stocks and Bonds: The Case for REITs in Your Portfolio

Article December 20, 2024 Jess Allison, CFP®

Despite recent headwinds, REITs — publicly traded funds that own, finance, and manage real estate properties — remain a valuable part of a globally diversified portfolio.

Investing

Don’t Worry, Be Happy

Article July 29, 2024 Vista Capital Partners

Common investment worries – from rising rates to market drops – shouldn’t keep you up at night. Learn how a well-diversified portfolio can help you stay confident through market cycles.

Financial planning

Margin Loans for Short-Term Cash Needs

Article September 24, 2018 Rob Greenman, CFP®

Using margin not as a trading tool but as a cash management tool can be a savvy way to fund short-term needs and minimize taxes. Learn how and when a […]

Investing

Homes: A Roof Over Your Head, Not an Investment

Article May 2, 2014 Dougal Williams, CFA

Real estate prices can move sharply in both directions, providing an opportunity for savvy investors. Capitalizing on those opportunities, however, is difficult. For most, a house should be […]


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Active vs. passive Market timing Economy and markets Diversification Retirement Tax strategy Investment research Investor behavior Insurance Bonds Vista news Philanthropy

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