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Posts By: Amy Ellisor

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August 9, 2021 Bordeaux Wealth Advisors Expands Senior Team to Support Growing Client Needs Read More
July 29, 2021 ‘Pandemic Stocks’ Like Peloton and Zoom Have Soared. Is It Time to Sell? Money.com article featuring Bordeaux’s Jon Ekoniak, CFP® Read More
July 26, 2021 Bordeaux Wealth Advisors Named to Top 50 Fastest-Growing RIAs List Read More
May 23, 2021 Bordeaux Wealth Advisors Makes Forbes Best-In-State Wealth Advisors 2021 Read More
April 16, 2021 What Are Closed-End Funds? How Do They Work? | Featuring Bordeaux’s Jon Ekoniak, CFP® Read More
April 9, 2021 Reviled insurance policies aim for retirement planning comeback amid potential tax hikes | Featuring Bordeaux’s Jon Ekoniak, CFP® Read More
February 9, 2021 Virtual Event to Provide Insights into Socially Responsible Investing Read More
December 24, 2020 Looking Back at the First Year of New SEC-Approved Structures Within the Active ETF Space Read More
November 10, 2020 Bordeaux Wealth Advisors Has Moved to Larger Office Space in Bellevue, Washington Read More
October 28, 2020 Bordeaux Wealth Advisors Hires COO and Wealth Advisor Read More
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