January 10, 2022 – James Hering named partner to help advance firm’s strategic growth plan
December 21, 2021 – How Advisors Are Guiding Clients Through the Great Resignation. Click below for a Financial Advisor article featuring Bordeaux’s James Hering, CFA
December 2, 2021 – Rushed tax moves? No regrets for these investors or advisors. Click below for a Financial Planning article featuring Bordeaux’s Jon Ekoniak, CFP®
November 26, 2021 – Pay it forward with IPO fortunes. Click below for a Puget Sound Business Journal article featuring Bordeaux’s Jon Snare, CFA, CFP ®
November 18, 2021 – Tech stack decisions for breakaway advisors: Choosing a custodian. Click below for an AdvisorEngine article featuring Bordeaux’s Tom Myers, CFA, CPA, CFP®
November 11, 2021 – Wild West of ESG Blurs Solid Sustainable Investment Funds. Click below for a Financial Planning article featuring Bordeaux’s Jon Snare, CFA, CFP®
October 12, 2021 – Bordeaux Wealth Advisors Announces Key Hire
September 23, 2021 – Dow Up More Than 500 Points as
Stock Markets Turn Positive for the Week. Click below for
a Wall Street Journal featuring Bordeaux’s Jon Ekoniak, CFP®
September 21, 2021 – Bordeaux Wealth Advisors CEO Named to Barron’s List of Top 100 Independent Advisors
September 20, 2021 – Bordeaux Wealth Advisors Expands Leadership Team in Seattle
September 13, 2021 – Bordeaux Wealth Advisors Announces Executive, Advisor Hires to Support Strategic Growth
August 17, 2021 – Bordeaux Wealth Advisors Named to Best Financial Advisors List
August 09, 2021 – Bordeaux Wealth Advisors Expands Senior Team to Support Growing Client Needs
August 03, 2021 – With increasing taxes likely, many investors try to optimize their retirement strategies. Financial Planning article featuring Bordeaux’s Megan Mills, JD.
July 29, 2021 – ‘Pandemic Stocks’ Like Peloton and Zoom Have Soared. Is It Time to Sell? Money.com article featuring Bordeaux’s Jon Ekoniak, CFP®
July 26, 2021 – Bordeaux Wealth Advisors Named to Top 50 Fastest-Growing RIAs List
April 16, 2021 – What Are Closed-End Funds? How Do They Work?
April 9, 2021 – Reviled insurance policies aim for retirement planning comeback amid potential tax hikes
March 23, 2021 – Bordeaux Wealth Advisors Makes Forbes Best-In-State Wealth Advisors 2021
March 19, 2021 – Bordeaux Wealth Advisors Executive Ranked on Barron’s 2021 List of Top 1,200 U.S. Financial Advisors
February 9, 2021 – Virtual Event to Provide Insights into Socially Responsible Investing
December 24, 2020 – Looking Back at the First Year of New SEC-Approved Structures Within the Active ETF Space
December 12, 2020 – Here’s how California and S.F. will benefit from 2020’s IPO riches
November 10, 2020 – Bordeaux Wealth Advisors Has Moved to Larger Office Space in Bellevue, Washington
October 28, 2020 – Bordeaux Wealth Advisors Hires COO and Wealth Advisor
October 5, 2020 – Bordeaux Wealth Advisors Expands Holistic Approach to Sustainable and Values-Based Investing
September 18, 2020 – Bordeaux Wealth Advisors Makes Barron’s 2020 List of Top 100 Independent Advisors
August 25, 2020 – BWA is recognized as one of the top RIA Firms by Financial Advisor
July 22, 2020 – Bordeaux Wealth Advisors Expands its Team of Advisors
May 6, 2020 – Bordeaux Wealth Advisors Announces Key Hire for New Seattle Office
March 31, 2020 – Bordeaux Wealth Advisors Announces Senior Promotions, New Seattle Office
March 27, 2020 – Dow rebounds from worst day since 1987, soaring over 1,000 points, as huge government stimulus plan takes shape
March 26, 2020 – Coronavirus: Apple, Intel lead big rally among Bay Area stocks
March 17, 2020 – How bad is the stock market sell-off?
November 18, 2019 – Bordeaux Wealth Advisors CEO Named to Barron’s Advisor Hall of Fame