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How I Invest

What drives my investing? It’s understanding that investing is for the long-term. It’s not a race to capitalize on market fluctuations. I don’t try to beat the market or to strike it big on a few trades and call it good. What drives my investing is what drives me in life. I don’t invest for […]

Dave Welty, CFP® | April 7, 2021

My 50-Foot Commute

I’m sure many of you reading this can relate to the mixed emotions I have experienced over the last year while working from home. Recently, I have been reflecting on the challenges and newfound opportunities that I have seen as the result of the abrupt change to my daily routine, which began last March.  Over […]

Dave Welty, CFP® | March 10, 2021

Planning Considerations for Microsoft Employees Considering Enrollment in the Deferred Comp Plan

Level 67+ Microsoft employees have three big questions to answers by November 30th.    Do I want to enroll in the Microsoft Deferred Comp Plan? What do I need to know before I enroll? How much of my income do I want to defer? Do I want to enroll in DCP?There are many benefits to […]

Dave Welty, CFP® | November 13, 2020

Is a Roth Conversion the Right Move for Your Retirement Plan?

4 Considerations to Make Before Doing a Roth Conversion There are two common types of individual retirement accounts (IRA) that you can invest in when saving for retirement: a Roth IRA and a traditional IRA. When reviewing some of their key differences, it’s important to ask yourself: “When is the most advantageous time to pay […]

Dave Welty, CFP® | September 23, 2020

Divine Intervention: Unplugged

Fishing is my lifelong passion, and as it happens, also provides a great excuse to venture off the grid and detach from civilization. My annual tradition is to seek out big trout fishing expeditions. This takes me to remote regions such as Alaska, Patagonia, or Russia—home to some of the largest trout in the northern […]

Dave Welty, CFP® | July 22, 2020

Financial Tasks to Scratch Off While You Work From Home

Working from home during the pandemic is an opportune time to address many of the financial tasks you’ve been putting off. Join our 25 minute webinar and learn the 5 financial tasks you should be scratching off your to-do list while working from home. The webinar will be April 9th at 11 am Pacific Time. […]

Dave Welty, CFP® | April 2, 2020

Have compassion, patience, and gratitude for others in a time of crisis

To listen to the podcast of this blog article, please click here: Typically, the Upper Left Tech podcast features tech executives from the Pacific Northwest, and we talk about their purpose, passions, and personal journeys. As we know, it’s a whole new world we are living in right now. Today I really wanted to […]

Dave Welty, CFP® | April 1, 2020

Microsoft Deferred Compensation Plan

The Microsoft Deferred Compensation plan has the potential to help eligible employees save an immense amount in taxes each year. In the following video, Lead Advisor, Dave Welty, explains the necessary steps to maximize your savings potential. To learn more about implementing Microsoft’s Deferred Compensation Plan, schedule a call below. Additionally, to learn more about all […]

Dave Welty, CFP® | April 18, 2018

There is no “I” in Team

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 consistently better.  For example, when our children […]

Dave Welty, CFP® | December 15, 2016

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