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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 | March 15, 2019

Microsoft 401(k) – Sustainable Investing Through BrokerageLink

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 to invest in a way that aligns with your values without necessarily compromising diversification or returns. While there are currently no Sustainable Fund options within your standard Microsoft 401(k), […]

Paige Lee | March 5, 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

2019 Microsoft 401k Mega Backdoor Roth Conversion

With 401(k) contribution limits increased in 2019, Microsoft employees have the ability to save even more into Roth by utilizing the 401(k) After-Tax Roth Conversion benefit, also known as the Mega Backdoor Roth Conversion. Thanks to a recent IRS ruling, individuals at specific companies can now save additional Roth dollars each year in their 401(k), […]

Lars Phillips, CFA, CFP® | January 9, 2019

The Importance of Team

Soccer has always been my favorite sport to both play and watch. One of my favorite teams has always been the German National Team, “Die Mannschaft”, translated “The Team”. Their philosophy is that no player is greater than the rest of the team. Although it’s a team that consists of many talented players, there is […]

Steve Zeller | November 15, 2018

Should You Be Participating in Your Company’s ESPP?

Many companies in the Northwest, especially within the tech industry, offer access to an Employee Stock Purchase Plan (ESPP). These plans are often overlooked because they do not offer tax benefits like pre-tax 401(k) or Deferred Compensation contributions. ESPPs vary significantly across companies, so please consult with a fiduciary financial advisor to review your specific […]

Jordan Edwards, CFA, CFP® | October 15, 2018

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

Washington State GET Program Rollover Opportunity

Putting money away for college for your kids, grandkids, or any other child in your life, is one of the easiest ways to make a meaningful impact on that child’s future. For those that have saved into the Washington Guaranteed Education Tuition (GET) Program and still have GET Program credits – an incredible opportunity exists […]

Lars Phillips, CFA, CFP® | July 15, 2018

Ready, Set, GO!

As a child, I heard this phrase at the start of relay races in PE at school.  We would come to the starting line, shake out our arms and legs, then get into our “set” positions.  When our teacher shouted GO, we would take off running! Ready, Set, GO should be the motto for each […]

Luellen Lockwood, MBA, CPA, EA | June 15, 2018

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