Vista Advisors

10/25/2026

Deciding to sell your house isn’t just about timing the market. It’s also about taxes, selling costs, and what comes next. This article breaks down three financial considerations to review before making a move.

Deciding whether to sell your house is a big decision. Make sure you know the costs of selling a home, the tax implications, and how much your home is worth.

10/23/2026

Your business equity touches everything— growth, taxes, and your personal future. We can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

10/20/2026

Smart business owners don’t just offer retirement plans, they use them to cut taxes, attract talent, and grow long-term value. Discover how we help small businesses do it right.

10/17/2026

Is your Medicare coverage still working for you? The coverage that fit your needs a few years ago may not be the best fit today. Learn when you can make changes and what to consider as you review your options.

Get answers to common questions about changing your Medicare benefits.

10/15/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/13/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.

10/08/2026

Financial confidence starts with a plan.
I work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

10/05/2026

Wondering what this election year might mean for your investments? Historically, midterm election years have often brought increased market uncertainty as investors assess potential policy and economic impacts.​

While short-term swings can be uncomfortable, maintaining a long-term perspective remains important. ​

If you have questions about how current events fit into your financial strategy, let's connect.

10/04/2026

Confidence comes from having a plan and a trusted partner by your side. That's why we're proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years.