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Aug 31 2018

Introducing 529 Plans

The growth in the cost of attending college has outpaced both general inflation and wage inflation over the last 30 years.  According to the College Board, the cost of attending a pubic, four-year institution grew 3.2% faster than inflation between over the last decade.  [Read more…] about Introducing 529 Plans

Written by Jon Heagle · Categorized: College Planning, Financial Planning

Aug 29 2018

Tune out the noise

Over nine years have passed since the March 6, 2009 low in the S&P 500.  Over that time SPY has gone on to produce a total return of greater than 400%.  That should be cause for celebration, right?  Apparently not if you write about the markets for a living.

[Read more…] about Tune out the noise

Written by Jon Heagle · Categorized: Financial Planning, Investing

Jul 03 2018

June 2018 Market Commentary

 

INTRODUCTION

As we close out the first half of 2018, we long for the market returns of 2017 when the S&P 500 returned 19.4% and the Barclays Aggregate returned 3.6%.  Despite knowing that things would not continue to be so easy, it does not make it any less frustrating to see increased volatility in our portfolio value without the commensurate returns.  [Read more…] about June 2018 Market Commentary

Written by Jon Heagle · Categorized: Market Commentary

May 28 2018

Risk Matters!

While stock indices are at or near their highs, it is easy to say that everyone should have just put their money into an S&P 500 ETF and kicked their feet up.  After all, assuming the reinvestment of dividends, SPY is up 369% since the 2009 low. [Read more…] about Risk Matters!

Written by Jon Heagle · Categorized: Investing

May 24 2018

The Scourge of Inflation

Investing can be confusing and even scary to the average saver, but while staying in cash may give you a sense of security in the short term, one is almost guaranteed to lose purchasing power over time. This is because of inflation, defined as a general increase in prices and the fall in the purchasing value of money. [Read more…] about The Scourge of Inflation

Written by Jon Heagle · Categorized: Investing

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CALIFORNIA
Mountain Vista Wealth Management
555 Mountain Drive
Santa Barbara, CA 93103
(805) 225-6559
jon@mountainvistawealth.com
NEW YORK
Mountain Vista Wealth Management
118 N Bedord Rd, Suite 100
Mount Kisco, NY 10549
(646) 779-5552
michael@mountainvistawealth.com
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ADV 2A & 2B (Firm Brochure) | Privacy Policy

Mountain Vista Wealth Management, LLC (“Mountain Vista”) is a registered investment advisor offering advisory services in the States of California, Connecticut and New York and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Mountain Vista in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Mountain Vista, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

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