Private Credit Is Growing Fast. But Is It Safe? Managing Partner Jon Ekoniak, CFP® is featured in this Financial Advisor Magazine article. June 9, 2023 Click For Full Article
IRS Rules Against A Tax Tactic for Irrevocable Grantor Trusts. Bordeaux’s Liting Chuang, CPA is featured in this Financial Advisor Magazine article. May 1, 2023 Click For Full Article
Why Getting Rich Is Easier Than You Think. Bordeaux’s Managing Partner Jon Ekoniak, CFP® shares his perspective in this GOBanking Rates article. April 27, 2023 Click For Full Article
Financial Literacy: Important at Every Life Stage. Bordeaux’s Managing Partner Jon Snare, CFA, CFP® is featured in this 425Business article. April 14, 2023 Click For Full Article
Recruiters Reveal Their Secrets On Cultivating A Robust Advisor Pipeline. Bordeaux’s James Hering, CFA shares his perspective in this Financial Advisor article on hiring for 2023. March 14, 2023 Click For Full Article
Advisors recommend solo 401(k) to sole-proprietor clients: Managing Partner Jon Ekoniak, CFP® weighs in on this InvestmentNews article. March 1, 2023 Click For Full Article
Managing Partner Jon Ekoniak, CFP® is featured in this Financial Advisor Magazine article on behavioral interviewing techniques to select a wealth advisor. February 17, 2023 Click For Full Article
Jon Snare: Closing the financial literacy gap starts young – Puget Sound Business Journal (bizjournals.com) February 17, 2023 Click For Full Article
Managing Partner Jon Ekoniak, CFP® was featured in this Financial Planning article on New Year’s resolutions in wealth management. January 2, 2023 Click For Full Article
Managing Partner Jon Snare, CFA, CFP was featured as part of TD Ameritrade Market on Close with Oliver Renick to discuss alternative revenue streams in a volatile market. Click below for the full recording. November 17, 2022 Click For Full Article
