Posts Tagged ‘Investor Education’
With 401(k) contribution limits increased in 2019, Microsoft employees have the ability to save even more into Roth by utilizing the 401(k) After-Tax Roth Conversion benefit, also known as the Mega Backdoor Roth Conversion. Thanks to a recent IRS ruling, individuals at specific companies can now save additional Roth dollars each year in their 401(k), […]
Lars Phillips, CFA, CFP®
| January 9, 2019
401(k) Financial Planning Investor Education Microsoft
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
Financial Planning Investor Education Portfolio Management
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
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
Fee-Only Financial Planning Investor Education Microsoft Portfolio Management Resources
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 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, these gains have come with nearly record low […]
Lars Phillips, CFA, CFP®
| November 15, 2017
Behavioral Finance Diversification Financial Planning Investor Education Portfolio Management
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