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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...
Intel Benefits Changes: Employee Stock Purchase Plan
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 r...
The Best Plan (or Drive) You Can Stick With
The market downturn this past month reminded me of this podcast that I recently listened to while driving home and the question that followed. During the podcast, Cliff Asness, a well-known hedge fund manager and founder of AQR Capital Management, discussed investment s...
‘Tis the Season for Tax Loss Harvesting
In Portland, the seasons have changed. Local breweries boasting seasonal beers are now offering dark porters in place of pumpkin ales. Ugly Halloween costumes have been replaced by ugly sweaters. And while the season typically associated with Harvest is behind us, there...
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?
“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’t concerned about cyber security at t...
