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Microsoft Mega Backdoor Roth Conversion

Updated for 2021. The Mega Backdoor Roth 401(k) is one of the best employee benefits available to Microsoft employees. We want to help you understand how this benefit can help you invest more towards retirement and reduce some of your future tax liabilities. This video explains how the Microsoft Mega Backdoor Roth Conversion works and […]

Nick Wright | March 3, 2021

How Does the Microsoft Mega Backdoor Roth Work?

The Mega Backdoor Roth 401(k) is one of the best employee benefits available to Microsoft employees. We want to help you understand how this benefit can help you invest more towards retirement and reduce some of your future tax liabilities. This video explains how the Microsoft Mega Backdoor Roth Conversion works and highlights what’s new […]

Nick Wright | February 24, 2021

What is the Microsoft Deferred Compensation Plan?

The Microsoft Deferred Compensation Plan (DCP) is available to employees who are Level 67 and higher. It is a powerful benefit that can reduce your annual tax bill by tens of thousands of dollars. In this video, Nick Wright, CFA, provides an insightful overview of this powerful benefit and illustrates how it works. Similar to […]

Nick Wright | August 28, 2020

The Unexpected Benefits of Working From Home

Like many companies today, our firm made the decision to have employees work from home to help slow the spread of COVID-19. We made this decision back in March and it’s hard to believe I’ve been working out of our spare bedroom for almost 5 months, using a dusty laptop from college. When the announcement […]

Nick Wright | August 24, 2020

Inside Avier: Client Service Associate – Kaleb Strawn

My name is Nahi Kau and I had the pleasure of interning at Avier Wealth Advisors this summer. After the first few days of work it became quite apparent that the firm functions as a strong team, with each member adding value to the service we provide. I was interested in learning more about the […]

Nick Wright | August 15, 2019

Financial Planning – Millennial Edition

Managing finances in your 20s can be extremely difficult. You have so many goals you want to begin saving for like a car purchase, future home, and hopefully retirement, on top of all the new-found expenses of living on your own. At the same time, you are most likely making the least money you ever […]

Nick Wright | February 15, 2019

Life is not a Spreadsheet

For stock investors, 2017 was a phenomenal year. Even in the midst of political distractions, tensions with North Korea, and a devastating Hurricane Harvey, the US Stock Market seemed to be consistent. The market as whole, represented by the Russell 3000, (which tracks the 3000 largest companies within the United States and represents more than […]

Nick Wright | February 13, 2018

Diversification – Own the Market and Reduce Risk

Once an investor decides to put his money to work in the financial markets, naturally the first question he must ask himself is: What should I invest in? Often, newbie investors expect the answer to be a secretive stock pick or the “hot” company that is making headlines on TV. In fact, when I tell […]

Nick Wright | August 1, 2017

The Real COST of Procrastination

We find it so easy to delay things that aren’t front of mind. These tasks seem so far away, we can always convince ourselves we will “get to that later.” Procrastination or putting these items off until the last minute may have worked on your college papers or even getting that last minute table reservation […]

Nick Wright | February 14, 2017

Investing In Your Child’s Future

Investing In Your Child’s Future As a recent college graduate, I am all too familiar with the high costs associated with obtaining a higher education. Tuition, room and board, and over-priced text books are only a few of the expenses every college student encounters, not including a budget for extracurricular activities. However, I am definitely […]

Nick Wright | April 8, 2016

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