At Cordant we have the opportunity to work with many current and 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 year, being no different, Intel has communicated changes that impact both current employees and qualified... Read More
If you’re contemplating retirement, there’s a lot to consider. You may be asking yourself, how do I create an income stream in retirement? Am I being smart with taxes? Is there anything I’m missing? If you happen to be a long-tenured Intel employee, there are factors unique to Intel that need to be considered in order to answer these questions.... Read More
This past weekend marked the 38th running of the epic Hood to Coast (HTC) relays. For locals in the Portland area, most of us have either run, volunteered or have friends participate in the HTC. For those not familiar, HTC is a relay race that starts in the Cascades on Mt. Hood, moves through the Willamette Valley and Portland, and... Read More
Investing – Simple and Complex On paper, investing is simple - invest in a broad basket of stocks and over time you’re likely to achieve positive returns (historically speaking). Who hasn’t seen this chart before? Source: Dimensional Fund Advisors However, in practice, investing gets a little more complex when things like time-frame, objectives and preferences get factored in. ... Read More
Understanding Entity Structure Most small businesses are started by those that are particularly skilled and/or passionate about providing a service or product. For many, providing this service or product is the fun part of running a business. From technology consultants to golf pros, it’s the running of the actual business that causes headaches. Under the headache category often falls the... Read More
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 basics of a 10b5-1 Trading Plan and key considerations when faced with implementing one. What... Read More
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 year, being no different, Intel has communicated changes that impact both current employees and qualified... Read More
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 market returns isn’t as powerful as we’ve been led to... Read More
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 year, being no different, Intel has communicated changes that impact both current employees and qualified... Read More
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 is another type of harvesting season that should be in full swing - Tax Loss Harvesting (TLH). What... Read More
