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The Cordant Blog



Recent Posts

Is your broker set up to fail?

by Cordant on October 14, 2014

In a recent news story, a large advisory team at a major brokerage firm was fired for what is known as “selling away”. For those of you that aren’t familiar, "selling away" is a securities rule that prohibits employees of brokerage firms from soliciting customers to buy an investment that has not been approved or vetted by their firm.

Seems like good procedure – right? On the surface, this rule helps to ensure you are not sold an investment or product that has not received the proper level of due diligence. But if you look a bit deeper, the rule against “selling away” highlights a key downside to working with a larger brokerage firm: by law, the broker is bound to put his/her firm’s interest first.

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Planning for Children with Special Needs

by Cordant on October 01, 2014

A Case Study:

John and Cathy are in their 50s, and have begun to think about retirement.

They have four children – one of whom, Matthew (age 25), suffers from a disability.

The disability is not pronounced enough for Matthew to need full time care. In fact, for many years John and Cathy have been working hard to help him become more self-reliant. Unfortunately, Matthew has had trouble holding down a job. Even if employed, his income would not be sufficient to cover rent, food and medical bills.

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7 Tips for Protecting Your Financial Information

by Cordant on August 19, 2014

Online security has been a hot topic of conversation lately, and it’s easy to see why. It seems like every week we’re hearing a story about another breach, and many people are becoming wary about the accessibility of their financial information. It’s hard to forget mega retailer Target Corp.’s recent data hack, deemed one of the biggest cybercrimes of all time, and just last month China was accused of hacking into Canada’s National Research Council.

Pretty ominous stuff. Some find themselves asking: If so many big companies can be hacked, will my personal information be next? Is refraining from any online interactions the only way to keep it safe?

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Our New, Responsive Website is Live!

by Cordant on April 10, 2014

Welcome to the new CordantWealth.com.

Over the past six months, our team has worked tirelessly to build and launch a valuable resource for our clients, our partners and our referrers. And today, we’re thrilled to be able to share it with you!

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