Bordeaux Wealth Advisors’ Director of Investment Research, Chao Zheng, CFA, CFP®, recently shared insights with GOBankingRates’ on how “Boomer candy” funds can protect and grow your retirement savings. July 3, 2024 Click For Full Article
Why transition planning for Asian clients is “very complex”: Bordeaux’s Maggie Liu is profiled in this InvestmentNews article. June 26, 2024 Click For Full Article
Talking about money and financial literacy – particularly to our upcoming generations – can be a difficult but rewarding topic. Jon Ekoniak, CFP® is featured in the Silicon Valley Business Journal. June 20, 2024 Click For Full Article
How to Avoid Pitfalls When Loaning Money to a Family Member. Jon Ekoniak, CFP® is cited in this article from Barron’s. June 11, 2024 Click For Full Article
Should You Convert a Traditional 401(k) into a Roth 401(k)? Bordeaux’s Liting Chuang, CFP®, CPA is featured in this article from Kiplinger. June 11, 2024 Click For Full Article
Many wealthy investors in the U.S. are exploring moving overseas via golden visas and passports. Bordeaux’s Jon Ekoniak, CFP® is cited in this article from Crain Currency. April 22, 2024 Click For Full Article
Are You Ready To Sell Your House And Move To A Retirement Community? Liting Chuang, CFP®, CPA is featured in this article from The Mortgage Note. April 22, 2024 Click For Full Article
What are the best places to retire in California? Jon Ekoniak, CFP® is featured in this article from U.S. News & World Reports. April 15, 2024 Click For Full Article
Bordeaux’s acquisition of Executive Wealth Group is covered in this Puget Sound Business Journal article. March 25, 2024 Click For Full Article
HOA fees are pricey and prevalent — but tax planning can help some clients. Director of Tax Planning, Liting Chuang, CFP®, CPA is featured in this article from Financial Planning Magazine. March 18, 2024 Click For Full Article
