Posts Tagged ‘Fiduciary’

Microsoft 401k BrokerageLink

Within the Microsoft 401(k) Plan, you have the ability substantially increase your number of investment options by utilizing BrokerageLink. The following video explains a number of the details more in depth.  Contact us to learn more about utilizing Microsoft’s BrokerageLink within your Microsoft 401(k) Plan. This video is for illustrative purposes only. Individual situations may […]

Posted by Lars Phillips on June 12, 2017

Do You Really Know Your Advisor?

Luellen Lockwood, MBA, CPA, EA | April 25, 2017 In this age of non-stop information available on the internet, we have become experienced researchers on everything from buying a new car to our next espresso machine.  But, do we take the time to check out every detail on the firm who is going to invest and […]

Posted by Carly Atkins on April 25, 2017

Is Your Advisor a Fiduciary?

Taylor Drake | April 5, 2017 FIDUCIARY || Fə-ˈdü-shē-ˌer-ē With the proposed Department of Labor (DOL) Fiduciary Rule originally scheduled to take effect on April 10th this year, we have received a few inquiries asking (1) if we are fiduciaries, and (2) what the rule means for our clients and the industry as a whole. Let’s […]

Posted by Carly Atkins on April 5, 2017

Microsoft 401k After-Tax Roth Conversion Benefit

At Microsoft, you now have the ability to save above and beyond your normal pre-tax 401(k) contributions, thanks to a recent IRS ruling.  Microsoft is one of a handful of companies in the U.S. to make this benefit available to their employees.  Although Microsoft limits are slightly lower than the current IRS limits this is a […]

Posted by Lars Phillips on March 31, 2017

Once Again… Avier Named a Top Financial Advisor in Seattle, Bellevue and Kirkland

Carly Atkins | March 15, 2017 We are thrilled to announce that for the second year in a row, Avier Wealth Advisors has been recognized as one of the top Wealth Management Firms in the Seattle, Bellevue and Kirkland area by AdvisoryHQ. AdvisoryHQ is one of the fastest-growing online news media that provides extensive research, reviews, and […]

Posted by Carly Atkins on March 15, 2017