TOPICS OF INTEREST
Providing clients with timely insights on a range of investment and wealth management topics is an important part of Vista's role as a trusted investment advisor. The following list of Topics of Interest is updated on a quarterly basis.
- Investment Lessons from Google - March 2008
- What are Real Estate Investment Trusts (or REITs)? - February 2008
- Evaluating a Long-term Care Insurance Policy - August 2007
- Nevada's 529 College-Savings Plan - Better than Vegas - April 2007
- Estate Planning Basics - October 2006
- Roth IRA Conversion - July 2006
- The Optimal Portfolio - March 2006
- Asset Location, Asset Location, Asset Location - October 2005
- Five Reasons to Favor a Passive, Index Approach to Investing - September 2005
- Active vs. Passive Management - April 2005
- What the HECK is an ETF? - February 2005
- Long-term Care Insurance - January 2005
- The Best Time to Time the Market (Never) - October 2004
- Saving for College: Thoughts on 529 plans - August 2004
- Charitable Giving Options - June 2004
- The Benefits of Rebalancing - April 2004
- Income Withdrawals in Retirement: What's the Right Amount? - January 2004