Archives By Date

Avier Blog

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

Potential Impacts of a Biden Presidency on Future Estate Taxes for High-Net Worth Executives

In early November, we saw record-breaking voter turnout and experienced a stressful week awaiting election results. Now that Joe Biden is our President-Elect, the focus for many high-net worth executives has shifted to what changes the new leadership may bring with regard to their taxes and finances.   We feel it is important to note […]

Christina Sylvester | November 25, 2020

Planning Considerations for Microsoft Employees Considering Enrollment in the Deferred Comp Plan

Level 67+ Microsoft employees have three big questions to answers by November 30th.    Do I want to enroll in the Microsoft Deferred Comp Plan? What do I need to know before I enroll? How much of my income do I want to defer? Do I want to enroll in DCP?There are many benefits to […]

Dave Welty, CFP® | November 13, 2020

Are You Making the Most of Your Intel SERPLUS Benefit?

The Intel SERPLUS benefit is a deferred compensation plan that has the potential to help eligible employees build retirement assets and significantly reduce your taxbill each year you choose to use it. It works similarly to a pre-tax 401(k) plan in that it each dollar contributed reduces your taxable income by the same amount. Any […]

Alex Krider, MBA, CFP® | November 4, 2020

Can You Learn Financial Planning Tips from a Yellow Lab?

Tune into Wealth Lab to find out. What is Wealth Lab? Our team responds to a lot of questions from tech executives inquiring about their compensation benefits, stock grants, retirement, taxes, investments, etc.  We were seeing a lot of the same questions, and thought that in addition to responding to individuals, we should create a […]

Christina Sylvester | October 21, 2020

Discovering New Hobbies During this Unique Time

If you’re like a lot of people, you’ve been working from home and in quarantine since March. And if you’re like me, after a couple of weeks you may have thought “how can I possibly keep doing this?” Well, as quarantine turned from weeks to months, I have to say I am getting much better […]

Alex Castaneda | October 14, 2020

Is a Roth Conversion the Right Move for Your Retirement Plan?

4 Considerations to Make Before Doing a Roth Conversion There are two common types of individual retirement accounts (IRA) that you can invest in when saving for retirement: a Roth IRA and a traditional IRA. When reviewing some of their key differences, it’s important to ask yourself: “When is the most advantageous time to pay […]

Dave Welty, CFP® | September 23, 2020

Possible Tax Outcomes of a Biden Presidency

As the US Presidential Election approaches, many people are wondering what the economic impact of the election results will be. One of their biggest concerns may be how they will be taxed as a result of the election. However, the election result does not inherently guarantee that either candidate’s tax proposal will be passed, or […]

JP Osseward, CFA, CFP®, FRM, CAIA | September 16, 2020

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

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

Older Entries

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