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THE CORDANT WEALTH FINANCIAL CLARITY BREAK

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 significant things this year. ----------------------------------------------------------------------------------------------------------- In 2010, David Brailsford was hired to do something never before... Read More

Rising rates don’t mean you should exit US Bonds

  // by Cordant

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 ignore the news cycle and short-term market changes and not react to them is another story. When the news... Read More

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 retirees, understanding how to adjust to life after work can be stressful and overwhelming. And as the Baby Boomer generation continues their mass... Read More

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? Admittedly, I don’t always make the most prudent decision on this one, but I do understand... Read More

Health Savings Accounts (HSA): Going Under The Hood

  // by Scott Gerlach, CFP®

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 to dealing with mechanics. They might as well be... Read More

Managing Investment Assets in Retirement: A Proven, Seven-step Framework

  // by Isaac Presley, CFA®

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

  // by Isaac Presley, CFA®

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

Putting Your Portfolio In A Drawer

  // by Isaac Presley, CFA®

"Money is like soap, the more you handle it, the less you will have." – Gene Fama The typical owner of an individual bond couldn’t care less about the current price of that bond. When asked “why not?” they’ll say it’s because they plan on holding it to maturity. This is a technically wrong but a behaviorally useful way of... Read More

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