Posts Tagged ‘Fiduciary’
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
Diversification Fee-Only Fiduciary Financial Planning Investor Education
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
Fee-Only Fiduciary Financial Planning Investor Education
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
Fee-Only Fiduciary Financial Planning Investor Education Microsoft
At Microsoft, you now have the ability to save above and beyond your normal pre-tax 401(k) contributions, thanks to a recent IRS ruling. Microsoft is one of a handful of companies in the U.S. to make this benefit available to their employees. This is a HUGE benefit. At Avier we have already helped our current Microsoft clients save up […]
Lars Phillips, CFA, CFP®
| February 8, 2018
Fee-Only Fiduciary Financial Planning Investor Education Microsoft
If you took Economics 101 in college, you would have heard your professor discussing how people are rational and efficient. This means that individuals are operating in a way that maximizes their benefits and minimizes their costs. It doesn’t take much observation to notice, however, that human beings often make decisions that can be incredibly […]
Paige Lee
| January 19, 2018
Behavioral Finance Fiduciary Investor Education Portfolio Management
As a recent college graduate, I understand how the perils of unfamiliarity can be unsettling. Like many other graduates, once the euphoria of receiving my diploma began to wear off, I was confronted with the dreadful reality of deciding what to do next. With a generic idea of my post-grad plans, but no practical knowledge […]
Kaleb Strawn
| December 18, 2017
Behavioral Finance Fiduciary Financial Planning Investor Education
As Mavis Wanczyk, this week’s Powerball Winner of $758.7 million, said, winning the lottery was a “pipe dream I’ve always had.” I think all of us can relate to this statement. To have $336 million (after taxes) just drop in your lap is truly life-changing. And to put this in a different context, Ms. Wanczyk’s […]
Luellen Lockwood, MBA, CPA, EA
| August 25, 2017
Fiduciary Financial Planning Investor Education Portfolio Management Women and Wealth
As a young girl, my mom was my hero. She was a single parent, raising four active children with little to no financial support. In her day, being a homemaker was the expected norm for women who didn’t have any post-secondary education or meaningful job prospects. Even if my mom had entered the workforce, it […]
Shalina Martos, CFP®, AAMS®
| August 23, 2017
Fiduciary Financial Planning Investor Education Resources Women and Wealth
In this age of non-stop information available on the internet, we have become experienced researchers on everything from buying a new car to our next espresso machine. But, do we take the time to check out every detail on the firm who is going to invest and manage our life savings? Hmmm, that made you […]
Luellen Lockwood, MBA, CPA, EA
| April 25, 2017
Fee-Only Fiduciary Financial Planning Investor Education Resources
FIDUCIARY || Fə-ˈdü-shē-ˌer-ē With the proposed Department of Labor (DOL) Fiduciary Rule originally scheduled to take effect on April 10th this year, we have received a few inquiries asking (1) if we are fiduciaries, and (2) what the rule means for our clients and the industry as a whole. Let’s start by understanding what it […]
Taylor Drake, CFA, CPWA®
| April 5, 2017
Fee-Only Fiduciary Financial Planning Investor Education Portfolio Management Resources
