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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

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

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

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