Change Your Mind: The Five Best Finance Books That You Haven’t Read (Yet)

by JP Osseward | Apr 20, 2021

These books helped to shape my worldview and are an excellent complement to “conventional” textbook learning. There are numerous other books that might have made this list; ...

How I Invest My Money

by Lars Phillips | Jan 20, 2021

After reading Josh Brown and Brian Portnoy’s recent book ...

Can You Learn Financial Planning Tips from a Yellow Lab?

by Christina Sylvester | Oct 21, 2020

Tune into Wealth Lab to find out. What is Wealth Lab? Our team responds to a lot of questions from tec...

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

by Dave Welty | Sep 23, 2020

4 Considerations to Make Before Doing a Roth Conversion There are two common types of individual retirement accounts (IRA) that you can invest...

Possible Tax Outcomes of a Biden Presidency

by JP Osseward | Sep 16, 2020

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,...

5 Things You Will Learn in Your Deferred Compensation Strategy Meeting

by Lars Phillips | May 13, 2020

Microsoft employees level 67 and above are invited to a personal 30 minute meeting with an Avier advisor to explore their optimal Deferred Compensation strategy. Her...