Who We Serve
Upload a File
Who We Serve
Upload a File
The Cordant Blog
HEALTH SAVINGS ACCOUNTS (HSA): GOING UNDER THE HOOD
I changed My Passwords, my Credit is Frozen, What now? How can I be cyber-Secure?
Putting your portfolio in a drawer
Tackling Required Minimum Distributions: What you need to know before year end
Three Tips for Evidence-Based Retirement Plans
Best practices in investing
Because I said so investing…
Health Care in Retirement: What Does it Cost?
What Monte Carlo Projections Leave Out (...And Why You Can Still Trust Them)
How should you handle the upcoming investment changes to the Intel retirement plans?
Why Winging Your Retirement is a Really Bad Idea
Making the Most of Your Intel Benefits: A Look at Outperformance Stock Units (OSUs)
Retiring from Intel: Calculating Years of Service, Determining Retirement Eligibility and the Benefits of Being an Intel Retiree (Part 2)
Retiring from Intel: Calculating Years of Service, Determining Retirement Eligibility and the Benefits of Being an Intel Retiree (Part 1)
How to Stress Test Your Financial Plan: A Look at the Key Variables
Five Myths About Landing a Good Job Later in Life [Infographic]
Margin Debt Hits All-Time High, or Does It?
How Do You Know If Your Investment Strategy Has Stopped Working?
Social Security Income: How to Delay and Optimize for Taxes
Make an Appointment Now to Update Your Financial Plan for 2017
Don’t Let Life Imitate Art When It Comes To Estate Planning
Contradicting Warren Buffett: When Volatility is Risk
How To Reduce Your Target Number and Retire Earlier
10 Things We Believe Wealth Management Should Be
[W]indexing: When Average Isn’t Average
Financial Rules of Thumb: Debunking Common Misconceptions about Retirement Planning
Checking in on the Portland Real Estate Market: Will Prices Continue to Rise?
The Biggest Mistake Older Investors are Making Right Now
Should You Split Your Investments Between Two Competing Advisors?
Lessons from 2016
The Hidden Variable of Performance
Taking Action With Tax Planning: Part 2
Taking Action With Tax Planning
The Key to Great Investing
Cheaper Doesn’t Mean Do More
2017 SERPLUS Enrollment [A Framework and Resources]
Where Do We Go From Here?
What To Do With Your Company Stock: A 3-Step Plan
Diversification: More Important Now Than Ever
The Difference Between Smart Financial Advice and Smart Financial Advice For You
How Not To Evaluate Investment Performance
How Concentrated is Too Concentrated? A Mistake That Costs You the Whole War
Q3 Investment Update: The Election's Impact on Your Portfolio
Using Buffers to Become a Better Investor
What To Do With Your Intel Pension When You Retire? [Plus free excel analysis tool]
How much can I spend in retirement? Our Take on the 4% Rule
Underperformance: Not a Bug, a Feature
How 'Withdrawal Order' Can Increase Wealth and Reduce Taxes
How to Generate a Paycheck in Retirement (or After Leaving Intel)
What are Interest Rates Forecasting for Stocks?
Stick with It: The Key to Factor Investing (Or Any Investing Strategy)
Taking Action Now Costs Less Than Being Forced To Later [Announcing an Upcoming Retirement Transition Seminar]
Factor Investing: No Secret, So Will It Continue to Work?
Getting Comfortable with Being Uncomfortable
An Introduction to Factor Investing: Part II
Q2 Investment Update: When Stocks Go Nowhere
An Introduction to Factor Investing: Part I
Social Security Planning
Brexit: Keep Calm and Carry On
The Very Real Cost of Impatience
Six Types of Diversification to Include in Your Portfolio
The More You Know: Navigating the Financial Transition from Intel [Free Workshop]
"Keep Swimming" and Other Lessons From Intel's Andy Grove
Why You Don't Need to Keep Up During a Bull Market
Life After Intel: An Interview with Intel Retiree Ben Manny
Never Miss an “Extreme Winner” Again
Thriving in Uncertainty
Balancing Earning a Salary with Managing Your Wealth
A Career Inflection Point: Navigating the Pending Intel Job Cuts
A Pause that Refreshes or Trouble Ahead?
Q1 2016 Market Recap
Why You Should Ignore the "Best" Timing Signal on Wall Street
An Active Management Performance Update
Investing Lessons From Intel's Copy Exactly Philosophy
The Most Horrendous Lie on Wall Street is Getting Exposed
Upcoming Retirement Workshop: Navigating the Intel Retirement Plan
Should You Hedge Against Natural Disasters?
Is it Time to Abandon Emerging Market Stocks?
How to increase investment options in your Intel Retirement accounts
How to Set Financial Goals [Free Intel Financial Goal Worksheet]
The Myth of Wall Street and Ben Graham on The Power of a Simple and Consistent Approach
The easy way to avoid financial ruin
6 Steps to Help Your Children Avoid Feeling Entitled
Why Own Bonds?
Intel Settlement Check: A Reminder About the Importance of Alignment
This Is The Hard Part
2015 Market Recap: Good Riddance
The Goal of Wall Street: ‘To Wring More Profit From Its Clients’
How to Pick the Best funds in the Intel 401k
Happy Holidays! The Top 7 Intel Blog Articles of 2015
8 Investing Lessons from an Engineer
Is The Intel 401(K) Overpriced?
Our Thoughts on the Intel Retirement Plan Lawsuit
What’s in Your Intel Retirement Accounts? It’s not a Mutual Fund
5 Ways the Investment Industry “Optimizes on the Wrong Parameters”
Intel 401(k) Update: Fidelity BrokerageLink® Notice To Liquidate Fund
The Four Factors To Consider When Making Your SERPLUS Elections
Quarterly Investment Review: Q3 2015
Financial Blueprint Creates A Strategic Plan For Your Wealth
Discipline Or Genius: What Matters More To Your Investment Results?
The Right Tools For The Job
Some Perspective on Recent Market Movements: A Few Things to Remember About Investing in Stocks
The magic trick behind successful wealth management
Quarterly Investment Review: Q2 2015
Seneca on Performance Reporting: The Value of Looking Back
Should I Use The Intel Brokeragelink® Account?
The Panic Tax
3 Advantages Of “Low-Frequency” Trading
Turn Off Your Tv And Ignore The Infotainment “Experts”
Four reasons to get advice on your 401(k) assets
How Worried Should I Be About Europe?
Intel’s Target Date Funds: Do They Hit the Mark?
Q1 Educational Topic – Managed Futures
Quarterly Investment Review: Q1 2015
4 field-tested steps to making better wealth decisions
How options can impact your wealth management decisions
The stock market is not the economy
Why one of the best investors of all time needs a financial advisor
Should you pay your financial advisor a performance-based fee?
How to overcome emotions and be a better investor
The cost of emotion: why you make poor investment decisions
The risks of owning individual stocks
Five Investment Tips to Remember in 2015
Should Struggling Economies Affect Your Investment Strategy?
Driving in the Rear-View Mirror
Three Strategies to Save Money on Taxes
What are you optimizing for?
The Cultural Links between Intel and Cordant
What is Investment Integration?
Don't Be an Average Investor
Is your broker set up to fail?
Understanding the Intel Pension Plan
Planning for Children with Special Needs
My Cordant Experience
Intel's Use of Hedge Funds: Another Perspective
The Power of Incremental Change
What to Expect from a Cordant Ambassador
Does your advisor have your best interests at heart? A 4-Step Framework
7 Tips for Protecting Your Financial Information
Globetrotting With Your Portfolio
Is The Market Too Expensive?
4 Hidden Investment Expenses that May Be Undermining Your Returns
Why I Became a Cordant Ambassador...
Maintaining your Investment Strategy in Retirement
Why I Left Wall Street...
How to Select & Manage your Assets in Retirement
Our New, Responsive Website is Live!
Subscribe to our Blog
Quarterly Investment Reviews
Follow us on LinkedIn.
Back to Top