There is no “I” in Team

Dave Welty, CFP® | December 15, 2016 I am a huge proponent of the team concept.  Rarely are individual efforts greater than those of the team that surrounds them. This is true in many aspects of our daily lives. I find that when my wife Katherine and I work as a team, the outcome is […]

Posted by Lars Phillips on December 15, 2016

Avoiding a Mountain of Fees

Steve Zeller | November 15, 2016 “In every walk with nature one receives far more than he seeks.” – John Muir During the summer months, enjoying the beautiful weather, my thoughts often drift to the mountains. Hiking is my passion and I plan on doing a lot more of it once I retire from my […]

Posted by Lars Phillips on November 15, 2016

Know Thyself

Shalina Martos, CFP® | October 15, 2016 Are you aware of how you make investment decisions? Are you an analyzer, researching until the sun comes up? Are you someone who buys an item on the spot, no research involved? Knowing how you make decisions, and the emotions that go along with them, is a very […]

Posted by Lars Phillips on October 15, 2016

Are You and Your Significant Other Prepared?

Luellen Lockwood, MBA, CPA, EA | September 15, 2016 Here we are at the beginning of September and it’s “back to school” time. As we work to put our children in the best possible position to be well-prepared and successful students, we need to do the same for ourselves and our spouses or significant others. […]

Posted by Lars Phillips on September 15, 2016

Cybersecurity: Protect, Don’t Just Monitor

Jordan Edwards, CFA, CFP® | August 15, 2016 “We are vulnerable in the military and in our governments, but I think we’re most vulnerable to cyber attacks commercially. This challenge is going to significantly increase. It’s not going to go away.” – Mike Mullen, Former Chairman of the Joint Chiefs of Staff and Navy Admiral […]

Posted by Lars Phillips on August 15, 2016

Brexit Aftermath

Avier Wealth Advisors | June 24, 2016 The following article is written by Bob Veres, respected writer in the financial planning industry and publisher of “Inside Information”.  Welcome to Brexit. Yesterday’s vote by the British electorate to end its 43-year membership in the European Union seems to have taken just about everybody by surprise, but […]

Posted by Kate Deines on June 27, 2016

The Investor Returns Gap and the Value of Disciplined Management

Jordan Edwards, CFA, CFP® | June 13, 2016  “The investor’s chief problem—and even his worst enemy—is likely to be himself.” Benjamin Graham As investors, we face many challenges in the process of properly valuing investments. We have the assistance of numerous analytical models which do a wonderful job discounting future cash flows and deriving the […]

Posted by Kate Deines on June 13, 2016

PIMCO 10-Year Capital Market Assumptions

PIMCO 10-Year Capital Market Assumptions JP Osseward | May 4, 2016 Every year PIMCO convenes a cyclical forum to discuss macroeconomic trends and the implications for investment policy decisions.  As part of that forum they produce a 10-year projection of returns for various asset classes we thought would be of interest to a wider audience. […]

Posted by Kate Deines on May 2, 2016

The Batteries of our Life Plan

The Batteries of Our Life Plan Luellen Lockwood | April 20, 2016 With spring comes the change to daylight savings time and the reminder to change the batteries in our smoke detectors.  Also, with spring comes tax time.  So, as we work on completing and filing our tax returns, this is a great time to […]

Posted by Kate Deines on April 20, 2016

Avier Advisor, Lars Phillips, Featured in The New York Times

Avier Wealth Advisors | April 18, 2016 Lars Phillips, an Associate Advisor with Avier Wealth Advisors, was recently featured in The New York Times. In the article, “The End of Social Security Loopholes: What Now?,” Lars discusses Social Security strategies and options people can take advantage of, given their specific age, earnings record, and marital […]

Posted by Kate Deines on April 18, 2016

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