Money & Life

While most funds in a typical Vista portfolio saw little to no year-end capital gain distributions, many mutual fund shareholders found themselves on the receiving end of large tax bills.

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.

Despite having an up-to-date will, you may not have selected the best way to pass a retirement account on to heirs.

A total return approach to generating portfolio cash flow helps balance risk and return, enabling a portfolio to meet retirees’ long-term spending needs.

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 thought of primarily as a roof over your head and a great place to raise the kids.