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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 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. However, if you are not participating in your company’s ESPP, here’s what you may be missing out on. What is an […]

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

From Simple Wisdom to Successful Wealth Strategies

Reflecting on Mother’s Day this year, I am reminded that my mom has always been my rock. While she was not rich by material standards, she provided something even greater–a strong foundation on which to build my life. Little did I know that her wisdom and life examples would become the experiences and standards that […]

Shalina Martos, CFP®, AAMS® | May 15, 2018

Is it too Late to Start Saving in a 529 plan?

Growing up with three brothers, it was fairly easy to imagine the immense expenses associated with raising kids. Simple research will tell you that a family raising a child from birth to 18 years of age will ultimately result in expenses of greater than $230,000 (USA Today). While expenses decrease marginally when additional children come […]

Kaleb Strawn | April 19, 2018

Microsoft Deferred Compensation Plan

The Microsoft Deferred Compensation plan has the potential to help eligible employees save an immense amount in taxes each year. In the following video, Lead Advisor, Jordan Edwards, explains the necessary steps to maximize your savings potential. Contact us to learn more about implementing Microsoft’s Deferred Compensation Plan. Additionally, to learn more about all benefits available to […]

Jordan Edwards, CFA, CFP® | April 18, 2018

Understanding Health Savings Accounts and How They Benefit You

Health Savings Accounts are part of a broader trend of individuals and families becoming more involved in their own health and retirement, as compared to the mid and late part of the 1900’s which saw companies taking care of their employees through pensions and other services. The Health Savings Account was approved by Congress in […]

JP Osseward, CFA, CFP®, FRM, CAIA | March 15, 2018

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