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.
Should You Reduce Your Investment Risk When You Retire? The Four Factors to Consider
The common perception is that as you age, or more specifically as you approach retirement, you should reduce the risk in your investment portfolio. In most cases, this means reducing exposure to the stock market and incr...
Retiring Soon? Three Little Known Strategies to Lower Your Tax Bill
Anyone contemplating retiring in the next few years already has a lot on their mind—wrapping up things at work and planning the next phase of life, getting financially confident they are ready to make the leap, buildin...
The Best Time to Retire From Intel
A couple weeks ago, a client—having just returned from sabbatical—told me she has “one more sabbatical before retirement.” Her plan, she said, is to have her “last day of Intel employment be the last day of [her] next sabbatical. “But then,” she continued, “I will probably want to work un...
Diversifying Your Company Stock: Strategies For Navigating The Benefits of Diversification VS. The Cost of Paying Taxes (Part 2)
This past weekend, I had the joy of watching the movie The Sandlot with my 7-year old daughter and 4-year old son. My joy came from my kids laughing at all the moments in the movie that I laughed at the first time I saw ...
10b5-1 Trading Plans Going Under the Hood
For busy corporate executives, managing personal finances with the rigors of a demanding job can be a lot to handle. But what happens when requirements from the corporate office directly impact the family finances? In this post we’ll go under the hood to uncover the b...
Diversifying Your Company Stock: Strategies For Navigating The Benefits of Diversification VS. The Cost of Paying Taxes (Part 1)
For many corporate employees, the accumulation and growth of their employer’s stock over time becomes the source of significant wealth, but with that accumulation and growth the risk that comes along with investment co...
Intel’s Charitable Matching
At Cordant we have the opportunity to work with many current or former Intel employees. With this opportunity comes the responsibility of ensuring that their financial plans, planning strategies, and retirement assets are up to speed with the ever-changing employee and retirement benefits programs. This ...
Generating Income From Your Portfolio In Retirement (Part 2)
In Part 1, I explained at a high level the mechanics of how Cordant generates a paycheck for clients from their portfolios in retirement.
In this “Part 2,” I want to follow up with examples of how we evaluate other available strategies and why we use the “total r...
Tuning out the Noise
Interest Rates and Stock Markets
“Interest rates are bound to rise.” We’ve all heard this for the last 10 years. And while it may be true, it might not matter for long-term investors. In fact, contrary to popular belief, history tells us that the relationship between interest rates and stock marke...
Generating Income From your Portfolio in Retirement (Part 1)
Last month I wrote a blog post entitled “The best plan you can stick with.” The purpose was to highlight the fact that, an investment strategy that makes all the sense in the world on paper may not be a good strategy if you can’t stick to it when faced with the em...
