Vista Capital

🌲 Invest in Your Legacy

[Vista Capital @vistacp]

Consistency has its merits, but when it comes to the consistent underperformance of active managers, there are no winners. Director of Investments Chris Roberts, CFP®, shares why so-called “tactical” trading is one game we prefer to avoid. https://t.co/KZU1axRIqv

[Vista Capital @vistacp]

"I cannot endure to waste anything so precious as autumnal sunshine by staying in the house" -Nathaniel Hawthorne, American novelist.

Seek out new vistas and have a beautiful weekend! 🏔
#newvistas #vistacapitalpartners #vista #investments #pnw #oregon #investinyourlegacy

[Vista Capital @vistacp]

Join us for a live webinar at noon on Monday, November 14, 2022. Julia Tierney, CFP® and Jon Gannon, CFP® will share strategies for defining your legacy, maximizing your philanthropic impact, and reducing your tax liability. https://t.co/sgOHQgQCPU

[Vista Capital @vistacp]

In the news! 🗞 Senior Advisor Vanessa DeHaan, CFP®, CPA and Lead Advisor Andy Darkins, CFP® appear this week in the OSCPA newsletter and will speak about how CFPs & CPAs are better together. Read how collaboration leads to better outcomes for clients. https://t.co/R69mibBlxf

[Vista Capital @vistacp]

Activate your citizen superpower today and vote! 🗳 2020 saw the highest voter turnout of the 21st century, with 66.8% of citizens 18 years and older voting. Make sure your voice is heard. #electionday #govote #changetheworld #vistacapitalpartners #vistacp

[Vista Capital @vistacp]

New blog! 📝 There are few certainties in life, but it’s a given health tends to decline with age. Research Associate Jeremy Wang explores long-term care and what you should know before you need it. https://t.co/l1lsRPthnK

[Vista Capital @vistacp]

Vista spotlight! 🔦 Join us in congratulating Alex Canellopoulos on achieving one of the highest distinctions in the investment management profession, the CFA® charter. Alex, we are proud and honored to have you on the team! #vistaspotlight #cfacharter #vistacp #investments

[Vista Capital @vistacp]

Today, we are "goblin" up our adorable Vista teammates, who wish you a happy and safe Halloween! 🧡🦇👻🎃
#happyhalloween #halloween #trickortreat #vistateam #vistacapitalpartners

[Vista Capital @vistacp]

Despite their popularity, "FAANG" stocks (Facebook, Amazon, Apple, Netflix, and Google) have taken investors for a wild ride this year. Chief Wealth Officer, Dougal Williams, CFA, shares why having a diversified, balanced portfolio is as important as ever. https://t.co/PRh4efcpRS

[Vista Capital @vistacp]

No tricks today, just treats. Need an excuse to enjoy some chocolate? You're in luck - it's National Chocolate Day! 🍫🤎 Although the origins of this holiday are somewhat obscure (or perhaps a made-up reason to consume chocolate), we hope you find the opportunity to celebrate.

[Vista Capital @vistacp]

October is a month of transition, of looking inward and reflecting on seasons past. Enjoy this beautiful poem by American poet, Paul Laurence Dunbar, that might help you embrace the shift to a new season. 🍂 #autumn #october #poetry #vistacapitalpartners

[Vista Capital @vistacp]

We wish you a happy Diwali! May the festival of light brighten your life and bring love, joy, and prosperity. 🕯

[Vista Capital @vistacp]

If you're prepping for a cozy weekend inside, here's a recipe worth shopping for! Check out this delicious Thai Pumpkin Curry recipe and enjoy your weekend. 🍛 #thaipumpkincurry #pumpkineverything #vistacapitalpartners

[Vista Capital @vistacp]

Vista Spotlight! 🔦 This week, we are highlighting our brilliant teammate, Aenea Sandvig, Trader & Analyst . Outside of work, she enjoys gardening, paddle boarding and cooking. We are grateful for her warm energy, detail-oriented mind and skillful analytics.

[Vista Capital @vistacp]

Pumpkin spice is on pause until further notice. Be sure to take your sunscreen to the pumpkin patch and enjoy the extended summer vibes we've been given. ☀️.

Signed,
Your Vista Team

[Vista Capital @vistacp]

Today is National Savings Day, and it's a great opportunity to encourage teens and young adults to take advantage of their most precious asset: time. Teaching Teens to Invest: The Roth IRA Way. https://t.co/ycBX5hxZjz

[Vista Capital @vistacp]

Fresh week, fresh perspective. Take a few minutes today to set positive intentions for the week. Envision your success and the small steps you can take to achieve it. We're rooting for you! #freshperspective #Mondayintentions #vistacapitalpartners

[Vista Capital @vistacp]

Giving is a unique joy, and those who give often wish to involve family in the experience. Talking about philanthropy can be tricky, though. Director of Legacy Planning Julia Tierney, CFP®, shares a few ideas to get the conversation started. https://t.co/RhTI8E3P2d

[Vista Capital @vistacp]

Certain individuals who inherited IRAs after 2019 may soon see changes to required minimum distribution (RMD) rules. Senior Advisor, Vanessa DeHaan, CFP®, CPA, discusses this proposed legislation and whether it may affect you. https://t.co/2nRSWEQZTl

[Vista Capital @vistacp]

Rattled by the bear market? Lead Advisor Jess Allison, CFP®, offers perspective on why the “bear necessities” of successful investing are no different than they’ve been. 🐻 https://t.co/7oLU0XWVjU