A 4-step Guide to Making the Most of Your Investment Options This eBook provides an easy-to-follow process that will help you make sense of the Intel investment options. After reading it, you'll: Understand the importance of setting an allocation that is right for you Be able to discern between the actively managed and index funds offered Know how to reduce... Read More
Managing Investment Assets in Retirement: A Proven, Seven-step Framework
How can I optimize my portfolio in retirement? Many people think of investing as a process that answers questions such as “which stock should I buy?” or “which mutual funds should I pick for my IRA?” While these are important questions to consider, the process of choosing the appropriate investments for your portfolio represents only a fraction of the value... Read More
Retiring From Intel: A Strategic Approach
Do you have enough to retire? Answering this question confidently is one of the biggest decisions of your life. And today’s retirement landscape is so complex that making this decision effectively requires individuals take a measured and planned approach to their retirement. But many at Intel (and elsewhere) do not feel prepared – and that’s not surprising considering the number... Read More
Costs of Managing Wealth: An Overview of Fees in the Industry
How much are you paying in investment expenses? When it comes to managing your wealth, there are many different types of expenses you can incur – and it’s important to consider the potential impact of each when selecting and managing your investments. Maintaining your standard of living after retirement requires a comprehensive understanding of total investment cost – including transparency... Read More
Investment Integration: A Holistic Approach to Managing Intel Retirement Plan Assets
What's the best way to manage my accounts? As an employee of Intel, you have access to a wide number of investment options, accounts, and benefits through your Intel retirement plan. These can be very valuable for your retirement planning and – at the same time – very complex and time-intensive to manage. The fact is, the traditional financial advisory... Read More
Learn How Cordant Puts Healthcare in Perspective
Video: Healthcare in Retirement The information contained in this presentation is for informational purposes only and should not be considered personalized investment, tax or legal advice. In our video, we answer your questions: Should health care costs dictate when you retire? Under what circumstances should one purchase a Gold Plan? And how does it differ from the Silver Plan?... Read More