Year-End Tax Tips: Associate Wealth Advisor and Director of Tax Planning Liting Chuang, CPA is featured in this Financial Planning article. November 6, 2023 Click For Full Article
Bordeaux Wealth Advisor Maggie Liu, MBA, MST, CPWA® discusses our Asian Wealth Advisory practice in this Financial Planning article. October 20, 2023 Click For Full Article
Managing Partner Jon Ekoniak, CFP® discusses the ‘crypto winter’ in this Crain Currency article. October 13, 2023 Click For Full Article
Tax Tips When Planning for the Marriage Penalty: Associate Wealth Advisor and Director of Tax Planning Liting Chuang, CPA is featured in this Financial Planning article. October 13, 2023 Click For Full Article
Buying or own a home? Get Financial Planning Magazine’s Tips featuring Bordeaux’s Liting Chuang, CPA. October 12, 2023 Click For Full Article
Senior Wealth Advisor, Jason Pfannenstiel, is included in this Investment News article on Maui’s recovery efforts. August 18, 2023 Click For Full Article
Bordeaux Managing Partner, Jon Ekoniak, CFP®, weighs in on debt reduction in this Investment News article. August 15, 2023 Click For Full Article
Senior Wealth Advisor, Jave Ragan, CFP®, CPA is featured in this CBS News article on funding higher education. August 9, 2023 Click For Full Article
Managing Partner Jon Ekoniak, CFP® weighs in on the current market in this article from CNN. July 31, 2023 Click For Full Article
Bordeaux Co-Founder & Managing Partner Dave Murdock, CFP®, CLU, CIMA is featured in this Vanguard article on direct indexing. July 24, 2023 Click For Full Article
