Bordeaux Wealth Advisors, Author at Bordeaux Wealth Advisors - Page 2 of 3

December 29, 2023 6 Best Ways the Upper Class Can Build Generational Wealth in These 3 Major Cities. Jon Ekoniak, CFP® is featured in this GoBankingRates article. Read More

December 5, 2023 24 people who will shape wealth management in 2024: Bordeaux’s Maggie Liu, MBA, MST, CPWA® is featured. Read More

October 18, 2023 Third Quarter 2023 | Return of the Bond Market Vigilantes? Read More

July 31, 2023 Second Quarter 2023 | Glass Half-Full or Half-Empty? Read More

July 31, 2023 Credit Freezing: A Free & Simple Way to Minimize Identity Theft Read More

May 26, 2023 Estate Planning Primer for Washingtonians Read More

May 19, 2023 Directed Trusts: Powerful Estate-Planning Solutions for Clients and Advisors Read More

May 11, 2023 Bordeaux Wealth Advisors Hires RIA Industry Veteran COO Read More

April 28, 2023 Bordeaux Wealth Advisors Co-Founder and Managing Partner Featured on Vanguard Investment Panel Read More

April 25, 2023 First Quarter 2023 | Bank Crisis Redux? Read More