Investing in Opportunity Zones—including those in downtown Portland—can delay or reduce capital gains, but there are risks involved. Are Opportunity Zones right for you?
Headlines warning a 2019 recession is coming might have investors worried. But history reveals some surprising lessons about how best to invest in a recession.
This month, Vista’s Chief Investment Officer Dougal Williams sat on an expert panel for the CFA Society Portland’s 13th Annual Investment Strategy Dinner. From 2018’s biggest market surprises to what’s ahead in 2019, here are select excerpts from his conversation.
This year’s buffet of market predictions appears appetizing at first, but our year-end retrospective shows that guesswork disguised as portfolio advice generally turns out to be wrong.
With the clock running down on 2018, you might be contemplating special gifts for your family. Whether you’d like to contribute to a 529 or establish a trust fund, you’ll want to keep a few tax guidelines in mind to maximize the joy of giving.
What do riptides and market volatility have in common? They’re scary and potentially harmful—unless you know how to navigate the waters.