Since the unfortunate Equifax breach in September, we’ve received many inquiries about how Vista protects client assets. In this post, we explain how Charles Schwab and Vista keep your money safe—and how you can help.
There’s a famous saying in Tibet: If a problem can be solved, there is no use worrying about it. If it can’t be solved, worrying will do no good. The same can be said of investing.
It’s often thought the vacation home, unlimited free time or travel in retirement will satisfy our heart’s desire. The momentary satisfaction we feel, however, often doesn’t translate into lasting happiness. We get used to the good life, and that happiness is too often short lived.
Reaching this rare industry milestone would not be possible without the trust and confidence of our clients. They have rewarded us with their loyalty and referrals, which we believe is the ultimate validation of the work we do.
How much money is enough? Some believe there is no such thing. It turns out you can count on money to buy happiness, but only up to a point.
Given the late 2014 rule change and ongoing uncertainty surrounding QCDs, this is a good time to review a few charitable giving basics. By planning in advance, you can ensure your giving strategy benefits from all available tax deductions.