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Cordant Wealth Partners |

Learn how Cordant's unique approach achieves financial results for corporate executives and high-level Intel employees by managing their wealth with strategy,

http://www.cordantwealth.com/

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Cordant Wealth Partners | | cordantwealth.com Reviews

https://cordantwealth.com

Learn how Cordant's unique approach achieves financial results for corporate executives and high-level Intel employees by managing their wealth with strategy,

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Wealth Management Blog | Industry news, insights, food for thought.

Call 503.621.9207. By Isaac Presley, CFA. On January 06, 2017. What if you had the choice between two investments: both earning $100 per year, but one taxed at 30%, and the other at 20%? For which would you be willing to pay more? What if investment A was otherwise identical to investment B, but had an upfront fee and significantly higher transaction costs than option B: Which would you rather own? That is, does convenience justify a premium? Above this 135-year average. Valuations do have some predictiv...

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About Cordant Wealth Partners | Wealth Management Provider for Intel Employees

https://cordantwealth.com/about

Call 503.621.9207. We help you realize your life and wealth goals. Cordant specializes in wealth management for corporate employees, with a focus on Intel employees. We deliver an integrated approach. To help clients with at least $500k in liquid assets accumulate, manage, protect, and share their wealth through a comprehensive suite of wealth management solutions. We’ve built our business on a historic wealth management model. That requires our team. At Cordant, we believe:. That questions like “. With ...

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Cordant Wealth Management Solutions | Integrated Suite of Wealth Management Services

https://cordantwealth.com/solutions

Call 503.621.9207. Is your wealth intentional? Cordant helps you design a purposeful plan for your wealth that supports your life, values, and goals. Our solutions are thoughtful, transparent, and objective - so you have peace of mind that your wealth is well-managed. Financial Planning and Modeling. According to the 2012 Household Financial Planning Survey. Integrating and Managing Your Investments. We have experience navigating the retirement packages, voluntary separation packages (VSP’s), and retirem...

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Client Tools

https://cordantwealth.com/client-tools

Call 503.621.9207. Access our client tools by logging in through one of the links below. Need to contact a Cordant team member? Give us a call 503.621.9207. Follow us on LinkedIn.

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Disclosure

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Call 503.621.9207. If you have any questions regarding Compliance and Regulatory information, please Contact Us. Follow us on LinkedIn.

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Wealth Management Insights & Resources | Cordant Wealth Management for Intel

https://cordantwealth.com/insights

Call 503.621.9207. Wealth Management Insights for All. At Cordant, we believe that everyone should have access to the information they need to make clear, confident, and intentional wealth management decision. That’s why we’ve opened our company blog and downloadable resources to the public. Read on for industry insights, Cordant news, and helpful resources for current and former Intel employees. Keep up with industry happenings, helpful resources, and insights from the Cordant team. Follow us on LinkedIn.

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Wealth Management Blog | Industry news, insights, food for thought. | Investments

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Call 503.621.9207. Contradicting Warren Buffett: When Volatility is Risk. By Isaac Presley, CFA. On March 08, 2017. Last week I enjoyed dinner with a group of people, one of which happened to be a hedge fund manager and fellow CFA charterholder. As us finance-types are wont to do, we quickly made our way to a discussion of every investment nerd’s favorite question:. Warren Buffett, in his 2014 Berkshire Hathaway annual letter. Page 18), shared his views on the topic:. Buffett is pointing out that over the.

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Taking Action With Tax Planning

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Call 503.621.9207. Taking Action With Tax Planning. By Scott Gerlach, CFP. Below we’ve provided actionable items for all three phases of your financial life. Working, at retirement and in retirement. But, before we get into the three phases, there are a few things you can and should be doing regardless of what phase of financial life you’re in. The first is making sure your portfolio is set up as tax-efficiently as possible. We’ve gone into detail here. Phase 1 Working Life. The obvious first step is to ...

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The Four Factors To Consider When Making Your SERPLUS Elections

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Call 503.621.9207. The Four Factors To Consider When Making Your SERPLUS Elections. By Isaac Presley, CFA. Every year around the beginning of November those eligible to participate in Intel’s deferred compensation plan (called SERPLUS) get a friendly reminder: the election window for the upcoming year is open. It’s only during this window the contribution amount and distribution elections can be made. What is the best way to make your election decision? How Deferred Compensation (SERPLUS) Works. Most imp...

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Wealth Management Blog | Industry news, insights, food for thought. | Investor Behavior

http://blog.cordantwealth.com/topic/investor-behavior

Call 503.621.9207. Diversification: More Important Now Than Ever. By Isaac Presley, CFA. On October 27, 2016. Diversification has gotten a bad rap as of late. Over the last five years, due to the strong performance of US equities, a simple 60% US Stock / 40% US Bond portfolio would have been one of the best portfolio allocations outperforming the majority of more diversified asset mixes, especially anything including an allocation to international stocks. The Very Real Cost of Impatience. On June 16, 2016.

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Where Do We Go From Here?

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Call 503.621.9207. Where Do We Go From Here? By Isaac Presley, CFA. The results of Tuesday’s presidential election were surprising to many and concerning to some, but they’ve left pretty much everyone asking:. Where do we go from here? In an attempt to answer this very natural question, we now have the very same pundits, prognosticators, and seers who couldn’t predict the outcome of the election lining up to tell us exactly what will happen over the next four years. But what do we think? Forecasts are ha...

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Wealth Management Blog | Industry news, insights, food for thought. | At Intel

http://blog.cordantwealth.com/topic/at-intel

Call 503.621.9207. What To Do With Your Intel Pension When You Retire? By Isaac Presley, CFA. On September 23, 2016. Recently on the blog we’ve looked at a few key decisions anyone retiring from Intel must make once they stop working. We saw how to generate a paycheck via a rebalancing process. And learned how ‘withdrawal order’. We’ve outlined before how the Intel minimum pension plan works. But, here we want to break down the decision that comes at retirement:. By Isaac Presley, CFA. On August 08, 2016.

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Lessons from 2016

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Call 503.621.9207. By Isaac Presley, CFA. 2016 What a year. If I had told you on New Year’s Eve 2015 that over the year upcoming we would see the U.S. market’s worst start to any calendar year. A surprise Brexit vote that shocked the financial markets; and a President-Elect Trump, how would you have invested your money over the next twelve months? I'm guessing, a common answer might have been. Sell everything and move to cash. And yet, by doing so, you would have missed out on an 8% return [1]. So, thank...

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The Hidden Variable of Performance

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Call 503.621.9207. The Hidden Variable of Performance. By Isaac Presley, CFA. What’s your motivation for investing? Simply answering this question and keeping it top of mind will make you a better investor. So says a recent study by the CFA Institute and the State Street Center for Applied Research. Whether you’re a D.I.Y. investor, an individual working with an advisor, or a financial professional, understanding the motivation and purpose of individuals when investing. Be an easy way to improve outcomes.

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Wealth Management Blog | Industry news, insights, food for thought.

http://blog.cordantwealth.com/page/2

Call 503.621.9207. The Hidden Variable of Performance. By Isaac Presley, CFA. On December 22, 2016. What’s your motivation for investing? Simply answering this question and keeping it top of mind will make you a better investor. So says a recent study by the CFA Institute and the State Street Center for Applied Research. Whether you’re a D.I.Y. investor, an individual working with an advisor, or a financial professional, understanding the motivation and purpose of individuals when investing. Cordant was ...

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44 (0) 2476 309727 Flu Vaccination Booking. Drug and Alcohol Testing. Health and Wellbeing Services. Education and First Aid training. On-site and Off-site OHA and OHP Clinics. Pragmatic and pro-active advice. Return to work interventions. Cordant Occupational Health Services. We help organisations resolve workforce health issues by addressing them professionally through absence management, rehabilitation, health surveillance and bespoke health and wellbeing programmes. Drug and Alcohol Testing.

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Cordant Recruitment

Cordant Sales and Marketing. With the right expertise everything is possible. Welcome to Cordant, we work with organisations to increase the quality and speed of recruitment by integrating best practices and resource planning, allowing our clients access to top talent for permanent roles. Our contingent recruitment is exceptionally reactive to the needs of many industry sectors providing the agility of a temporary workforce. Business Development Manager - Recruitment - South West. Find out whats happening.

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Cordant Services

Cordant Security - the 8th largest security company with a 55 year heritage delivering specialist security services. Cordant Cleaning - a complete range of cleaning services including daily office, transport and window cleaning, with over 30 years experience. Cordant Technical - provide mechanical, electrical, technical installations, as well as property management integrated services. Cordant Specialist Services - provide high level and specialist deep cleaning across a wide spectrum of industry sectors.

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Cordant Health Solutions | Drug Testing Services

THE RIGHT TEST, AT THE RIGHT TIME, FOR THE RIGHT INFORMATION. Cordant Health Solutions is one of only 30 federally certified (SAMHSA) laboratories in the country. 709% of claimants tested in a study produced results inconsistent with the prescribed medication regimen. Click to read the full study,. Surprising Truths About Opioid Misuse. Every hour one baby is born suffering from opiate withdrawal. There are an estimated 9,000 babies per year born to narcotic-addicted women. Cordant’s national lab network...

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Cordant Wealth Partners |

Cordant helps Intel employees manage their wealth with strategy, direction,. Call 503.621.9207. To get in touch. Call 503.621.9207. Cordant provides you with an integrated, intentional approach to wealth management. We help you define your financial vision, navigate your options, and coordinate your resources so you can move towards achieving your financial goals with confidence. Gain confidence in your ability to retire with a detailed plan for managing risks and protecting your assets for the future.

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