Archives By Date

Author Archive

Leveraging Your Restricted Stock Units (RSUs)

In recent years, as employers attempt to find additional methods of retaining valuable employees, Restricted stock units (RSUs) have become a more familiar component of an employees’ compensation package. Especially here in the Pacific Northwest, where mature corporations and large tech companies are found on every block, individuals can increasingly expect RSUs to play a […]

Kaleb Strawn | August 13, 2020

Charitable Giving Spotlight: Donor Advised Funds

I believe that nearly everyone has certain causes they feel passionate about. Given the opportunity and resources, I would argue that many of us would love to help create a meaningful impact on issues, such as disaster relief, environmental restoration, or medical improvement. Fortunately, this may be possible with the not often discussed charitable giving […]

Kaleb Strawn | April 15, 2019

Investing in Fantasy Football

After a much too long seven month hiatus, it is with great pleasure that we can finally welcome back NFL football! And much like previous seasons, the National Football League will not be the only league grabbing the attention of viewers for the next five months. Millions of fans around the globe will be glued […]

Kaleb Strawn | September 15, 2018

College Students: Start Investing Now!

Written by Alex Castaneda, Avier Advisors Intern Not many college students think about building an investment portfolio. Though students often feel too busy studying for exams or planning their career, initiating your investment journey at a young age can be both manageable and tremendously advantageous in the long run. Before I get into the technical […]

Kaleb Strawn | August 15, 2018

Is it too Late to Start Saving in a 529 plan?

Growing up with three brothers, it was fairly easy to imagine the immense expenses associated with raising kids. Simple research will tell you that a family raising a child from birth to 18 years of age will ultimately result in expenses of greater than $230,000 (USA Today). While expenses decrease marginally when additional children come […]

Kaleb Strawn | April 19, 2018

Choosing a Financial Advisor

As a recent college graduate, I understand how the perils of unfamiliarity can be unsettling. Like many other graduates, once the euphoria of receiving my diploma began to wear off, I was confronted with the dreadful reality of deciding what to do next. With a generic idea of my post-grad plans, but no practical knowledge […]

Kaleb Strawn | December 18, 2017

Interested in Learning More? We'd Enjoy Meeting You.