Mountain Vista Wealth Management
Guiding from Valley to Peak
Ideally, your investment portfolio would be managed by a professional who is continuously optimizing your holdings over the course of the year, but for the “do-it-yourselfer”, here are 3 tips for your portfolio heading into the end of 2020. [Read more…] about 3 Portfolio Tips For Year End
“It makes no sense for individual investors to jump in and out of the market. People who trade in that way rarely die rich, whereas the patient investor often does.” – Philip Carret
Human beings’ “fight-or-flight” response was the result of an evolutionary process taking place during a very different time. It was effective at keeping primitive man or woman safe in the face of a predator, but it makes the average person a bad investor. While everyone understands that buying low and selling high is important to achieving investment success, too many do just the opposite in practice. Fear causes us to sell when prices are depressed and greed encourages us to chase securities that have recently performed very well. [Read more…] about Q3 2020 Investment Letter
By Jonathan Heagle, CFA®
People often assume that financial planning is all saving and sacrifice, but it’s not just about the numbers—it’s about your life. It can be difficult to know where to start and how to create a plan that reflects your values, personality, goals, and circumstances.
[Read more…] about Who We Serve And What We Do BestBy Michael Riolo
When a client thanks me for my guidance, expresses confidence in the plan we develop, or feels a renewed optimism about their financial future, I am reminded of why I became a financial advisor. Helping people is important to me and it’s gratifying to know my advice makes a positive difference in my clients’ lives. While financial advising was not my first career, my way into the industry was a natural progression from the work I was already doing as an attorney.
[Read more…] about Why I Became A Financial Advisor:
Michael Riolo
There are numerous reasons why real estate can be a fantastic investment. Benefits include the generation of passive income that should increase with inflation over time, numerous tax benefits and access to cheap financing. All of that being said, not all properties are created equal, and it is important for investors to do their homework to separate the good deals from the bad. [Read more…] about How to Evaluate Rental Property