Archives By Date

Avier Blog

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

Intel Employees Save More for Retirement Using Intel’s Mega Backdoor Roth Conversion

Intel employees can invest more towards retirement using the Intel 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 Intel employees should consider taking advantage of. In this video, we explain what this benefit is and how it […]

Alex Krider, MBA, CFP® | March 31, 2021

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

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

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

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

The Importance of International Diversification in Your Portfolio

This question is one we hear a lot from clients: “Why do I want to hold non-US equities in my portfolio? I know more about US companies and feel more confident about their performance over international equities.” It goes without saying that the US is home to some of the most successful companies in the […]

Miao Yu, CFA | February 23, 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

Older Entries

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