Why Choose Cordant?
Living in a world of greater financial responsibility and more noise also means having to deal with more stress. That’s where we come in. At Cordant Wealth Partners, we’re here to make life easier. We put a team of financial experts on your side to help you achieve financial clarity. We then help grow, guide and manage your wealth. So you can focus on what’s most important to you, and spend your time living your best life.
Corporate Employees
By helping you clearly define your financial objectives we can optimize your company retirement programs and benefits, and help you sort through complex financial decisions like funding college, buying a second home, or assessing a new job offer—all while making sure you’re on track for retirement.
Business Owners
You’ve worked hard to develop your idea and create a successful company. Our team will work hard to build and execute a plan that integrates the goals you have for your business, yourself and your family.
Retirees
With our retirement planning process, you’ll have the confidence to pursue the retirement you dreamed of. And with us by your side balancing the risk and return in your portfolio and mitigating your tax responsibility, we help to reduce the worry along the way.
What We Do
At Cordant, we focus on creating clarity for people to pursue their best life by eliminating financial stress. To do so, our team of experts works closely with you to understand your goals and your values and to design a purposeful financial plan that supports your personal vision of success, at every stage of life.
Tale of the Tape: SEP IRA vs Solo 401(k)
For our clients that work at Intel or other tech companies, a big piece of the puzzle is helping them manage the retirement plans sponsored by their employer. For other clients, whether they’ve transitioned into self-employed consultants or run a small business wit...
The Ins and Outs of Incentive Stock Options (ISO)
Many of our clients work in the technology industry, so we're familiar with all different types of equity compensation plans. We've recently written about two popular forms of equity compensation plans: ESPP and RSUs (here and here). In this post, we are going to look...
DOES IT MAKE SENSE TO REFINANCE MY MORTGAGE? 4 QUESTIONS TO START– (PART 1 OF 2)
I know what you’re thinking: “I’m at home, I haven’t been out to eat in months, there’s no sporting event or concert on the horizon, but what I really want to do is put on my mask, meet at a title company and s...
Your Biggest Advantage in Employee Stock Purchase Plans (ESPP)
If I offered to sell you a $100 bill for $85, would you buy it? A no-brainer, right? The popular employee compensation program, known as an Employee Stock Purchase Plan (ESPP) allows you to do just this. In this ar...
Do You Have Unclaimed Property?
Nothing is more unsettling than receiving a letter from an unknown company claiming to have financial information about you that you yourself are unaware of. On the other end of spectrum, is there a better feeling than finding a $20 bill in the old pair of jeans? Believe it or not, these two scenarios ar...
Getting Back Into The Market? How To Evaluate The Decision
“When is the best time to buy a house?”
“When is the best time to have kids?”
“When is the best time to pivot your career?”
“When is the best time to get back into the market?”
I love a good timing question and my favorites are questions like these. ...
Rebalancing: Simple, Effective But Not Always Easy
In Our Bear Market Playbook, we included rebalancing as part of the game plan when markets drop. Often overlooked as obvious and boring, it's effective and, therefore, not to be neglected. Most of the time, rebalancing is a risk management strategy as stocks get sold...
Enhancing the Investor Experience - Perspective on the Recent Volatility
Dimensional Fund Advisors (DFA), an asset manager we utilize in our client portfolios, produced a webinar for clients that focused on putting the recent market volatility in perspective. While DFA’s performance track r...
Planning Opportunities of RSUs: Tax Saving and Hedging Strategies
Recently, in A Tech Employee’s Guide to RSUs, we covered the following key points regarding RSUs: They are a popular form of stock compensation, which are taxed as income as they vest.
Shares held after ves...
Our Bear Market Playbook
This post isn’t meant to minimize the human impact that the Coronavirus has on those affected but simply to share perspective on the impact of the outbreak to the markets and a well-diversified investment portfolio. With the coronavirus pandemic now impacting the entire globe, markets across...
