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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

Leveraging Your Restricted Stock Units (RSUs)

In recent years, as employers attempt to find additional methods of retaining valuable employees, Restricted stock units (RSUs) have become a more familiar component of an employees’ compensation package. Especially here in the Pacific Northwest, where mature corporations and large tech companies are found on every block, individuals can increasingly expect RSUs to play a […]

Kaleb Strawn | August 13, 2020

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 15, 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 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 […]

Lars Phillips, 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

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, Dave Welty, explains the necessary steps to maximize your savings potential. To learn more about implementing Microsoft’s Deferred Compensation Plan, schedule a call below. Additionally, to learn more about all […]

Dave Welty, 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

Microsoft 401k BrokerageLink

Within the Microsoft 401(k) Plan, you have the ability substantially increase your number of investment options by utilizing BrokerageLink. The following video explains a number of the details more in depth.  Contact us to learn more about utilizing Microsoft’s BrokerageLink within your Microsoft 401(k) Plan. Additionally, to learn more about all benefits available to Microsoft […]

Lars Phillips, CFA, CFP® | March 14, 2018

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