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NCAA Tournament Brackets and Investing

What if I told you I held the secret to creating a better than average NCAA bracket?  It’s March which means one thing – March Madness – and 2021 has left us no shortage of excitement or upsets. After 2 rounds of the NCAA Tournament, we approach the Sweet 16 which this year includes a […]

Lars Phillips, CFA, CFP® | March 26, 2021

How Does Compensation Work at Amazon?

This video will help you understand how you get paid at Amazon. It will help new employees and individuals interested in working at Amazon gain a better understanding of the compensation timeline First off, if you are a new Amazon employee congratulations on your new position!!! How are Amazon employees paid? There are three different […]

Lars Phillips, CFA, CFP® | March 4, 2021

Using the Amazon Mega Backdoor Roth Conversion to Save for Retirement

Amazon employees can invest more towards retirement using the Amazon Mega Backdoor Roth Conversion, also known as the after-tax contribution to your 401(k) plan. We want to help you understand why this is such an amazing benefit Amazon employees should consider taking advantage of. In this video, we explain what this benefit is and how it […]

Lars Phillips, CFA, CFP® | February 9, 2021

How Does the Mega Backdoor Roth Help You Save for Retirement?

The Mega Backdoor Roth 401(k) is an unbelievable provision becoming an increasingly popular employee benefit within 401(k)plans. This benefit is available at companies like Microsoft, Amazon, Facebook, Google, Salesforce, VMware, Boeing, Snapchat, and others. If you’re unsure whether your company offers this benefit – your HR department can let you know. There are two eligibility […]

Lars Phillips, CFA, CFP® | February 5, 2021

GameStop… WOW!

In the past week I’ve got a number of questions about GameStop and wanted to address them all in one spot. How do you feel about what we are seeing in the market? First off – THIS. IS. AMAZING. As an outside observer I’m watching what’s going on with GameStop with a bowl full of […]

Lars Phillips, CFA, CFP® | February 2, 2021

How I Invest My Money

After reading Josh Brown and Brian Portnoy’s recent book How I Invest My Money, I’ve decided to toss my own hat into the ring. As financial advisors, we’re tasked with giving advice and helping shape the financial futures of our clients, but what I found so fascinating about the book was how many different ways advisors […]

Lars Phillips, CFA, CFP® | January 20, 2021

How do I Receive My Deferred Compensation Payout?

The Microsoft Deferred Compensation (DCP) payout structure is different than what most people are used to when it comes to retirement savings. There is a lot of flexibility when it comes to withdrawing funds from a 401(k) or an IRA…

Lars Phillips, CFA, CFP® | August 28, 2020

A Cash Flow Strategy for Microsoft Executives Using the Microsoft Deferred Compensation Plan

The Microsoft Deferred Compensation Plan (DCP) is available to senior directors, partners, general managers, and other executives – level 67 and higher. If you are eligible for this benefit, you can defer up to 75% of your salary and a full 100% of your cash bonus. This has the potential to save you tens or even […]

Lars Phillips, CFA, CFP® | August 5, 2020

How Do I Incorporate Sustainable Investing Options Within My Amazon 401(k)?

Sustainable Investing, also known as Socially Responsible Investing (SRI), means incorporating Environmental, Social, and Governance (ESG) criteria into the investment selection process. Essentially, it allows you, as an Amazon employee, to invest in a way that aligns with your values without necessarily compromising diversification or returns. Let’s break down ESG a little more and go […]

Lars Phillips, CFA, CFP® | August 4, 2020

How Do I Incorporate Sustainable Investing Options Within My Microsoft 401(k)?

Sustainable Investing, also known as Socially Responsible Investing (SRI), means incorporating Environmental, Social, and Governance (ESG) criteria into the investment selection process. Essentially, it allows you, as a Microsoft employee, to invest in a way that aligns with your values without necessarily compromising diversification or returns. Let’s break down ESG a little more and go […]

Lars Phillips, CFA, CFP® | August 4, 2020

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