Serving your investment and financial planning needs is our highest priority, and this letter offers just a sample of year-end opportunities. We hope it spurs some ideas and perhaps a conversation about how we can assist you in minimizing taxes and preserving your wealth. As always, please discuss any tax or other financial planning ideas thoroughly with us as well as your other advisors before taking action.
We welcome any questions or comments you may have and we send you and your family our warmest wishes for a healthy and prosperous 2019.
Your Vista Wealth Management Team
Important Disclosure Information
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Vista Wealth Management Group, LLC (“Vista”), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Vista. Please remember to contact Vista, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Please also advise us if you have not been receiving monthly statements from the account custodian. Vista is neither a law firm nor a certified public accounting firm and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Vista’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.