Previously on the Cordant blog, we discussed the importance of building an optimized portfolio in retirement. Taking an intentional approach to selecting and managing your assets is crucial to developing an effective investment strategy – particularly in retirement, when these decisions can have a significant impact on the amount you can prudently spend. While building an optimized portfolio is important,... Read More
Preserving your quality of life in retirement is no simple task. It requires not only a holistic approach to your overall wealth management, but also a deliberate focus on building an optimized portfolio. Being intentional with your investment decisions can add tremendous value to your portfolio in retirement. Therefore, when designing a portfolio and managing your investment assets in retirement,... Read More
We’ve shared a bit about the story of our business - but my personal journey is not as widely known. The fact is – before founding Cordant in 2010, I spent almost 10 years at a major Wall Street firm, as a Wealth Advisor and (later) Senior Vice President. Many considered my time there successful - I built a strong... Read More
