Vista Viewpoints
Vista Viewpoints is a series of brief, educational videos created by our team to a forward our goal of enhancing financial literacy. In each video, we tackle common questions and break down key financial concepts into clear and easy to understand insights.
The Power Of Compounding
Vista Partners
Want your money to work for you? This video discusses how compounding interest can turn small, consistent investments into long-term wealth.
Estate Planning
Vista Partners
Estate planning is not just for the wealthy, it is for anyone who wants to protect their family and legacy. In this video, we have a local estate attorney, Larisa Gilbert, who will break down what basic documents you should have to make sure you and your family are protected.
Pooled Employer Plan (PEP) Introduction
Vista Partners
Are you a Plan Sponsor for your company's 401(k)? Brad Walker, one of the financial advisors on Vista Partners, discusses in this video why a Pooled Employer Plan (PEP) may be the right choice for you instead of your current 401(k) plan.
Pooled Employer Plan (PEP) Rules
Vista Partners
Has your company just adopted the Vista Plan PEP? Tony breaks down what your first steps should be now that you have joined the PEP, and what the important highlights are for you to understand going forward. Be sure to check with us or your Benefits team, as contribution numbers are subject to change.
The Importance of Saving Early
Vista Partners
How do you best prepare for your retirement? Save and save early! This video shows that by starting your journey towards retirement at 25 and letting your money work for you in investments, instead of a savings account, will give you a much greater chance of achieving your goals for your financial future.