CD Wealth Management

We are so honored to be named among the Dallas Business Journal's 2022 Best Places to Work. We believe that if we serve one another well, we will be able to deliver exceptional service to our clients as a result. We invest a great deal of time and effort into creating a collaborative, supportive team environment at CD Wealth Management, and it’s extremely gratifying to be recognized for that work. #DFWworks https://lnkd.in/gDXS7TA7

Now that the Fed has said rate cuts are on the horizon, what does this mean for the market — and your pocketbook? For one thing, investors who stay only in short-term investments may risk an opportunity to lock in higher yields. Here's what history tells us: https://lnkd.in/gHsx9Tg3

We are looking forward to this year’s Aaron Family JCC Golf Tournament presented by Clay and Tracy Aaron and CD Wealth Management.    It has been an honor to serve as a tournament co-chair for the last 18 years, and I’m grateful for the generosity of so many people who help the JCC of Dallas support the Joanie L. Weinstein Camp Scholarship Fund and the Elaine Quint Schrager Preschool Scholarship Fund, as well as JCC programs and sustainability.   Please join us Sept. 16 at Coyote Ridge Golf Club. Information on sponsorships and volunteer opportunities here: https://lnkd.in/gWBFD4zV

Five factors contributing to the market pullback this week: • Last week’s jobs report caused concerns of a recession • The Fed did not reduce interest rates • Carry trade may be ending • Warren Buffett disclosed that he sold half of his long-term position in AAPL • The hype over AI is showing cracks One key reminder for savvy investors: • Pullbacks are normal; the market does not go up in a straight line Read on for more about how to put this week in perspective with regards to a long-term portfolio strategy. https://lnkd.in/gvTetS9i

We have known all along that political headlines would stoke anxiety, fear or worry throughout 2024. Recent events may have you concerned about your investments and your long-term wealth, but it’s important to keep your emotions from affecting your decisions. Here are some insights we’ve put together for our clients to offer perspective in moments like these: • Investing in an Election Year: https://lnkd.in/g-wQDFEh • Investor Insights on Inflation, Interest Rates and the White House: https://lnkd.in/gD9jMPSQ • Should Politics Sway Your Investment Strategy? https://lnkd.in/eFVQTW5

This week marks our 10th anniversary at CD Wealth Management. Late last year, we crossed the $1 billion threshold in assets under management, and we are just as proud of our nearly 100 percent client retention rate — with some families in our practice going three generations deep. It’s no secret that we would not have achieved these milestones without an excellent team and a true partnership with our amazing clients. The formula we believe in isn’t really that complex: time, trust, patience and discipline. On behalf of all of us at CD Wealth, thank you to everyone who has joined us on this journey.

An estimated 32 percent of adults have a will in place. Far fewer have a living trust. Both are vital as part of the estate planning process. Living trusts are revocable, and you can change them as often as you would like. They can preserve your privacy, allowing the estate to avoid probate and enabling you to control how your assets will be distributed after your death. #estateplanning #livingtrust #wealthmanagement https://lnkd.in/gY8hzzSD

It is understandable to worry about the strength of the #market after the run we’ve had over the last 19 months. Remember, this rally has happened with higher rates and sticky inflation. If the Fed were to reduce rates, that would be considered another positive in the second half of the year. https://lnkd.in/g-9fcBbA

When investors ask us what sets CD Wealth Management apart, we talk about transparency, white-glove service and — of course — #teamwork. When we are accountable to and for one another, the results follow. So far this year, we have been listed in the Forbes Best-in-State Wealth Advisor list (for the fourth year in a row, and our second straight top-10 ranking) as well as the Barron's Top 1,200 Financial Advisors List (for the third year in a row). Those honors are gratifying, certainly, but what matters more is the trust of our teammates and our clients alike. I’m grateful for how the members of this team bring their best selves to work every day.