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.
Investing Insights from Golf
Golf is a stupid game. Yet I love it. The late Robin Williams sums it up here in this expletive ridden comedy sketch.
My scorecard typically consists of the occasional birdie, a handful of pars, mostly bogeys and a hole or two that never make the scorecard. Needless to say, I'm pretty average. Neve...
Preparation for Experience Does Not Equal Experience
A couple weeks ago, I vacationed with my wife and two kids in Santa Fe, New Mexico. It was truly a great vacation, and one where upon returning I felt like I had been gone much longer than a week. But one experience in particular stuck with me as it so poignantly differ...
I changed My Passwords, my Credit is Frozen, What now? How can I be cyber-Secure?
by Scott Malbasa, J.D., CFP®
“The drama's done. Why then here does any one step forth? — Because one did survive the wreck.” –The narrator, Ishmael, in Herman Mellville’s Moby Dick.
If you weren’...
Getting Better Every Day
by Isaac Presley, CFA
One of our firm's core values is continuous improvement—i.e., getting better every day. This post highlights the massive change that can result from a daily focus on improving and celebrates two members of the Cordant team living out this value and who have accomplished s...
Rising rates don’t mean you should exit US Bonds
by Scott Malbasa, J.D., CFP®
One of the great advantages of being a long-term investor is the luxury of checking out of the daily financial news cycle. Diversification and a long time horizon silences much of the noise. But, whether or not an individual can actually...
An Introduction to Healthcare Sharing Programs
by Scott Gerlach, CFP
“Change is the only constant in life.” There can be many different applications of the Greek philosopher Heraclitus’ words of wisdom, but one that is especially relevant to this blog post is planning for retirement. For soon-to-be retire...
Investing Well and Good With Cordant
by Scott Gerlach, CFP
Though I’m not qualified to give life advice, one thing I’ve learned through the years is that life is all about tradeoffs. For many decisions, the tradeoffs are obvious. Do I join friends for a beer or go for a run along the river? Admitt...
Using a Donor Advisor Fund to Optimize Your Charitable Giving and Save On Taxes
by Scott Gerlach, CFP
At Cordant, our primary role is to help our clients maximize the probability of reaching their objectives. While straightforward, the challenge is making recommendations in the ...
Three Steps to Understanding the Impact of Pre-Medicare Healthcare Costs on Your Ability to Retire
by Scott Malbasa, J.D., CFP®
On numerous occasions, the need to put pre-Medicare healthcare costs in context arises with this conversation:
Me: “When would you like to retire?”
Client: “Well, I’...
Health Savings Accounts (HSA): Going Under The Hood
by Scott Gerlach, CFP
I’m clueless when it comes to cars. I take the bus to work, MAX to the airport and pretty much avoid driving at all costs (thanks Uber!). And despite my best efforts, my life is still dependent on them. You can imagine my anxiety when it comes t...
