Multi-Generational Clients May Require Multi-Faceted Advice. Tom Myers, Bordeaux Wealth Advisors’ CEO, is featured in this Financial Advisor IQ story October 3, 2022 Click For Full Article
Dow Industrials Fall Into Bear Market. Click below for a Wall Street Journal article featuring Managing Partner Jon Snare, CFA, CFP® September 26, 2022 Click For Full Article
FAs Weigh In: What Should the New Ones Know? Click below for a Financial Advisor article featuring Managing Partner Jon Ekoniak, CFP® September 21, 2022 Click For Full Article
Finding Top Talent: If You Create the Culture, You Will Win. Click below for a Financial Advisor IQ article featuring Managing Partner James Hering, CFA. August 31, 2022 Click For Full Article
How Advisors Are Tackling Gaps In Financial Literacy. Click below for a Financial Advisor Magazine article featuring Managing Partner Jon Ekoniak, CFP® August 29, 2022 Click For Full Article
How To Financially Prepare For An Economic Downturn. Bordeaux Wealth Advisors is featured in this Forbes story. August 24, 2022 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 investment and tax opportunities in a volatile market. Click below for the full recording. July 18, 2022 Click For Full Article
Financial advisors facing new pressures in volatile economy. Click below for an InsuranceNewsNet article featuring Managing Partner Jon Ekoniak, CFP® July 7, 2022 Click For Full Article
Helpful tax breaks for sole proprietors. Click below for a Financial Advisor Magazine article featuring Managing Partner Jon Ekoniak, CFP® May 16, 2022 Click For Full Article
Silicon Valley Hits Hard Times. What Advisors Need to Know – Managing Partner Dave Murdock, CFP®, CLU, CIMA® is featured in this Barron’s article May 13, 2022 Click For Full Article
