How to manage your money during a recession. Click below for a Fortune Magazine article featuring Managing Partner Jon Ekoniak, CFP® . April 30 April 30, 2022 Click For Full Article
Handling Estates Like An LLC Can Reduce Taxes | Click below for a Financial Advisor article featuring Bordeaux’s Jon Ekoniak, CFP® April 4, 2022 Click For Full Article
The SEC’s Marketing Rule Is Coming. Are You Ready? | Click below for a Barron’s Advisor article featuring Bordeaux’s Amy Ellisor, MBA and Dave Murdock, CFP®, CLU, CIMA® March 7, 2022 Click For Full Article
How Advisors Are Guiding Clients Through the Great Resignation | Featuring Bordeaux’s James Hering, CFA December 21, 2021 Click For Full Article
Rushed tax moves? No regrets for these investors or advisors. Click below for a Financial Planning article featuring Bordeaux’s Jon Ekoniak, CFP® December 2, 2021 Click For Full Article
Opinion: Pay it forward with IPO fortunes | Featuring Bordeaux’s Jon Snare, CFA, CFP® November 26, 2021 Click For Full Article
Tech stack decisions for breakaway advisors: Choosing a custodian | Featuring Bordeaux’s Tom Myers, CFA, CPA, CFP® November 18, 2021 Click For Full Article
Wild West of ESG Blurs Solid Sustainable Investment Funds | Featuring Bordeaux’s Jon Snare, CFA, CFP® November 11, 2021 Click For Full Article
Dow Up More Than 500 Points as Stock Markets Turn Positive for the Week | Featuring Bordeaux’s Jon Ekoniak, CFP® September 23, 2021 Click For Full Article
With increasing taxes likely, many investors try to optimize their retirement strategies | Featuring Bordeaux’s Megan Mills, JD. August 3, 2021 Click For Full Article
