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Avior Wealth Management, LLC

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Avior Wealth Management, LLC

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Financial Planning and Investment Management services are provided by Avior Wealth Management, LLC, a SEC registered investment advisor. All investments are subject to risk, including loss of principal. Nothing contained herein should be construed as legal or tax advice. Please consult your attorney regarding legal / estate planning or your CPA regarding tax questions. On April 1st 2011, the Campb

ell Wealth Management Group, Inc combined with Nelson-VanDenburg & Associates to form: Nelson, VanDenburg & Campbell Wealth Management Group, LLC. On September 1, 2021 Nelson, Van Denburg and Campbell rebranded to Avior Wealth Management, LLC ("Avior"). Avior is an SEC-registered investment advisor located in Omaha, NE. Avior and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC-registered advisors by those states in which we maintains clients. Avior may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notification requirements. Important information describing Avior’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Avior will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients. Copies are also available to interested parties upon request. This site is published in the United States for residents of the United States. Avior is not soliciting business in international jurisdictions where it is not registered.

07/19/2026

The most common funding mistakes share a root cause, reaching for the closest account under pressure instead of weighing the options. Selling appreciated holdings on reflex triggers capital gains, raises your AGI, and pulls money from a market where missing the best 30 days¹ over 30 years dropped returns from 8.4% to 2.1%. Other missteps include holding too much idle cash, skipping a pre-arranged line of credit, and trying to time the market when a big cost lands. This carousel covers the errors that quietly cost affluent families, and the planning that sidesteps each one.

Sources:

1- https://www.wellsfargoadvisors.com/research-analysis/reports/policy/volatile-markets.htm

07/18/2026

The simplest protection against a costly scramble is a plan made in advance. When a large cost is foreseeable, a home purchase in two years, a child's wedding, a planned renovation, you can set aside cash on a schedule so the money is ready without touching investments. Money earmarked for spending within a few years generally belongs in lower-risk vehicles anyway, since a market dip right before you need the funds would hurt. Where you park that reserve matters, and high-yield savings accounts, money market funds, and short-term Treasury holdings keep the money accessible while earning more than idle checking balances. Vanguard groups these into asset accounts¹ you can draw on quickly, which funds a planned expense without selling a single share. A reserve sized to your actual spending horizon keeps the rest of your wealth compounding.

07/17/2026

Several funding paths let you cover a major cost while your core portfolio keeps working. A dedicated cash reserve built ahead of known expenses pays the bill straight from savings, a layered safety net absorbs the surprises, and borrowing against your portfolio raises liquidity without selling a share. Each choice carries its own tax and opportunity cost, which is why weighing them together beats defaulting to a sale that triggers gains taxed at 0%, 15%, or 20%¹. This carousel walks through the funding sources that keep your long-term holdings invested and compounding while you handle the expense in front of you.

Sources:

1- https://www.kiplinger.com/taxes/capital-gains-tax/602224/capital-gains-tax-rates

07/16/2026

Before a major purchase, the closest account rarely makes the best funding source. Selling appreciated holdings triggers gains taxed at 0%, 15%, or 20%¹, raises your AGI, and pulls money from the market, where missing the best 30 days² over 30 years cut returns from 8.4% to 2.1%. A cash reserve built ahead of known costs, a layered safety net for surprises, and a securities-based line of credit all let you cover the expense while your core portfolio keeps compounding. Weigh the tax and opportunity costs together rather than reaching for whichever account is closest. Schedule a consultation with Avior for a liquidity strategy that protects your portfolio.

Sources:

1- https://www.kiplinger.com/taxes/capital-gains-tax/602224/capital-gains-tax-rates
2- https://www.wellsfargoadvisors.com/research-analysis/reports/policy/volatile-markets.htm

07/15/2026

Liquidating a position to pay for something carries costs that extend well past the amount you withdraw. The most visible is tax, since selling assets held longer than a year produces long-term capital gains taxed at 0%, 15%, or 20%¹ depending on your income, and low-basis holdings can owe a meaningful sum. A large sale ripples further, raising your adjusted gross income for the year, which may push you past thresholds where tax benefits phase out and where the 3.8%² Net Investment Income Tax applies. Higher AGI can even lift Medicare premiums down the road. The quieter cost is opportunity, since money pulled from the market stops compounding. Selling sometimes makes sense, for low-gain positions or an overweight holding you wanted to trim anyway, so the point is to compare options rather than defaulting to a sale.

07/14/2026

A big commitment deserves a clear-eyed look before the money moves. The funding source you choose shapes your taxes, your allocation, and your long-term growth, so weighing the options together tends to beat reaching for whichever account is closest at hand. A sale can trigger gains taxed at 0%, 15%, or 20%¹, raise your AGI, and pull money from a market where missing the best 30 days² over 30 years cut returns from 8.4% to 2.1%. This carousel walks through what to review before you commit, from the tax bill to the liquidity you want to keep in reserve.

Sources:

1- https://www.kiplinger.com/taxes/capital-gains-tax/602224/capital-gains-tax-rates
2- https://www.wellsfargoadvisors.com/research-analysis/reports/policy/volatile-markets.htm

07/13/2026

A major purchase rarely announces itself politely. A home becomes available, a business opportunity surfaces, a wedding date gets set, or a renovation runs past its estimate, and suddenly you need a large sum on a short timeline. The instinct for many investors is to reach straight for the brokerage account, since the money sits right there, already grown and seemingly available. That reflex can quietly undo years of patient investing. Selling appreciated holdings to cover a one-time cost often means a capital gains bill, a smaller balance compounding for the future, and the risk of stepping out of the market right before a strong stretch. The cost compounds in a hurry, since missing the best 30 days¹ over a recent 30-year stretch dropped the average annual return from 8.4% to 2.1%. With some planning, you can meet a sizable expense while your core portfolio keeps working in the background.

07/12/2026

A portfolio left unreviewed drifts in ways that stay invisible until they cost you. Market movement reshapes your allocation even when you do nothing, opportunities to harvest losses or time gains slip past, retirement contributions fall off pace, and outdated beneficiary designations linger after major life events. Each of these quietly raises risk or leaves money on the table. The fixes are simple when caught in July, since long-term gains rates hold at 0%, 15%, and 20%¹ and you still have six months to act. This carousel covers the risks that hide inside a portfolio nobody has looked at since January, and what a midyear review surfaces before December closes the window.

Sources:

1- https://www.irs.gov/taxtopics/tc409

07/11/2026

A portfolio left alone does not stay where you set it. When equities run, your stock weight climbs above target, which quietly raises your risk just as you may be least prepared for a downturn. The reverse happens when bonds outperform and your growth exposure shrinks below plan. Either way, the gap between your intended mix and your actual mix is risk you did not choose. Measuring that drift in July gives you time to act, and many investors use a five percentage point threshold to decide when a trade is warranted. The tax setting of each account shapes how you reset. Adjustments inside tax-advantaged accounts like IRAs and 401(k)s generally create no current tax, since gains there are not taxable in the year realized, which makes them the natural first place to trim and add. Checking now keeps your risk where you want it.

07/10/2026

Affluent households carry extra moving parts. Concentrated stock positions, multiple account types, estate considerations, and higher exposure to taxes all reward attention in July, when there is still time to coordinate decisions across the rest of the year. The numbers matter at this level. The 20% long-term capital gains rate starts at $566,700¹ in taxable income for single filers, and higher earners may owe the 3.8%² Net Investment Income Tax on top, pushing the effective top rate to 23.8%. This checklist covers the items worth confirming now, while a July review still leaves runway to act before the December scramble.

Sources:

1- https://www.kiplinger.com/taxes/capital-gains-tax/602224/capital-gains-tax-rates
2- https://ustax.tools/tax-insights/2026-capital-gains-tax-rate-thresholds/

Address

14301 FNB Pkwy, Ste 110
Omaha, NE
68154

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://avior.com/

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