Vista Way Advisors

Vista Way Advisors We create financial recommendations that serve your best interests for the long run.

06/24/2026

✅One of the most powerful ways to insulate and compound wealth - long term capital gains!

Understanding how taxes impact your wealth is critical to financial success - it’s not all about what you make, it’s about what you keep.

Reach out with questions:
🔗 vistawayadvisors.com/contact




Educational and informational content only; not securities or investment advice in any way. Past performance not indicative of future results. The information provided is believed to be reliable and obtained from reliable sources, but no liability is accepted for inaccuracies. Charts and data provided by JPMorgan On The Bench 3-31-26 & IRS.gov

05/01/2026

✅ Spring is a great time for cleaning up!

🚨The old cliche of ‘sell in May and go away’ isn’t as relevant these days. How are you being proactive to improve your future?

Here’s some of what we see as we manage money for clients:

Consolidating my energy sector exposures

Assessing expected safe haven assets like bonds & gold

Preparing for markets to test a new Fed chair

Considering ways China & Russia could be disruptive

Reviewing my mix of international vs. U.S.

Framing election seasonality through lens of current events

Looking for areas of bipartisan spending interest

Contextualizing future entry points for capital

Keeping a list of BUYs comfortable holding through volatility

Forming a list of SELLs that might be the best liquidity

Reach out with questions:
🔗 vistawayadvisors.com/contact


Educational and informational content only; not securities or investment advice in any way.

04/16/2026

💸 Congratulations on paying your taxes! Wish you didn’t have to?

Understanding how taxes impact your investing and retirement success is important. Across all of our options, Roth investing is certainly compelling; let’s take a look at Roth and Pre-Tax investing dynamics.

Reach out with questions:
🔗 vistawayadvisors.com/contact




Educational and informational content only; not investment or tax advice in any way. Past performance not indicative of future results. The information provided is believed to be reliable and obtained from reliable sources, but no liability is accepted for inaccuracies. Charts and data provided by Y-Charts, IRS.gov, JPMorgan Guide to the Markets 3-24-26

If the dinosaurs could see what they’re worth now:🏡 Energy and housing are critical to inflation - rarely in history hav...
03/10/2026

If the dinosaurs could see what they’re worth now:

🏡 Energy and housing are critical to inflation - rarely in history have they mattered to voters more.

🛢️ Oil price shocks are not a new narrative we’ve been here before.

💸 Consumers and companies will pay higher prices if supply remains constrained.

🌎 There’s still a lot of black-market oil flowing, but two of the world’s major producers are out of office.

💹 There are huge derivatives markets in commodity and currency complexes facing meaningful levels.

How will 2026 look on our list in charts future?

Reach out with questions:
🔗 vistawayadvisors.com/contact


Educational and informational content only; not securities or investment advice in any way. Past performance not indicative of future results. The information provided is believed to be reliable and obtained from reliable sources, but no liability is accepted for inaccuracies. Data provided by Y-Charts.

01/15/2026

🔍Obvious events move markets, real trends compound results. What’s noise and what’s signal?

What we’re looking at as 2026 digs in:

✔️Researching history of gains after 3-peat high returns

✔️Contextualizing entry points for new capital

✔️Tracking S&P support levels across certain timeframes

✔️Noting that China trade tensions aren’t fully resolved

✔️Framing the longevity of Gold & Silver demand

✔️Curious about ex-US growth potential

✔️Listening for bi-partisan spending themes

✔️Eyeing local and medium-sized businesses for labor trends

✔️Paying close attention to hospitality and luxury spending trends

✔️Monitoring the WARN list

Reach out with questions:
🔗 vistawayadvisors.com/contact


Educational and informational content only; not securities or investment advice in any way.

This business means lots of lists and checking twice - our favorite list of all is the client list. Happy Holidays to y...
12/24/2025

This business means lots of lists and checking twice - our favorite list of all is the client list. Happy Holidays to you all and your communities far and wide!

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