Posts Tagged ‘Investor Education’

Microsoft 401k After-Tax Roth Conversion Benefit

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.  Although Microsoft limits are slightly lower than the current IRS limits this is a […]

Posted by Lars Phillips on February 8, 2018

Going Against the Herd

Paige Lee |January 19th, 2018 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 […]

Posted by Kaleb Strawn on January 19, 2018

Choosing a Financial Advisor

Kaleb Strawn | December 18th, 2017 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 […]

Posted by JP Osseward on December 18, 2017

Message In A Bottle

Lars Phillips, CFA, CFP® | November 15, 2017 As I write this in November 2017 – things are unequivocally “good” in most investment accounts. In the last 12 months, the S&P 500 is up over 19%, the MSCI All Country World Index is up over 23%, and Emerging Markets are up over 31%. What’s more, […]

Posted by Lars Phillips on November 15, 2017

From Buttons to Bucks and Back Again

  Luellen Lockwood, MBA, CPA, EA | September 15th, 2017 Do you remember taking Home Economics in junior or senior high?  If your answer is yes, then you and I are certainly dating ourselves.  As corny as it may sound to the younger generations, we learned a lot of basics in that class:  how to […]

Posted by Carly Atkins on September 14, 2017

Power Planning for the Powerball Winner

Luellen Lockwood, MBA, CPA, EA | August 25th, 2017 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 […]

Posted by Carly Atkins on August 25, 2017

Leveling The Playing Field and Tackling Financial Challenges for Women

Shalina Martos, CFP®, AAMS® | August 23rd, 2017 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 […]

Posted by Carly Atkins on August 23, 2017

Diversification – Own the Market and Reduce Risk

Nicholas Wright | August 1st, 2017 Once an investor decides to put his money to work in the financial markets, naturally the first question he must ask himself is: What should I invest in? Often, newbie investors expect the answer to be a secretive stock pick or the “hot” company that is making headlines on […]

Posted by Carly Atkins on August 1, 2017

Can The Traditional Indexing Approach Be Improved Upon?

Jordan Edwards, CFA, CFP® | June 15th, 2017 In last month’s blog, we explored the challenges faced by actively-managed equity funds and why so few manage to outperform their benchmark indices. The difficulty involved in overweighting stocks that outperform the broad market along with the hurdle rate of higher fees helps explain why less than 10% […]

Posted by Lars Phillips on June 13, 2017

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. This video is for illustrative purposes only. Individual situations may […]

Posted by Lars Phillips on June 12, 2017

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