CBD Wealth Management

CBD Wealth Management coordinates the financial affairs of a select group of families and small businesses across the Southeast.

We believe that the client is the most crucial part of a financial plan, which is why CBD Wealth offers access to an array of financial services tailored to his or her specific needs and ambitions. With our background in the legal, banking and financial services industries, our team is uniquely qualified to create a clear strategy for addressing our clients’ financial goals. Our Client Process helps to simplify the financial picture with focus on maintaining quality of life, so that our clients can pursue the future with confidence. Founding partners, Robert (Bobby) J. Comeaux, Jr., Walter A. Bond and Raymond (Rocky) A. Daigle, Jr. are New Orleans natives who have known each other for more than 30 years. Through a wide network of attorneys, accountants and other financial professionals, they are able to combine their experience with professional partnerships to consolidate a client’s financial needs into a clearly constructed plan for the future. CBD Wealth Management is backed by the resources of Commonwealth Financial Network, the nations largest privately held independent broker/dealer, which provides us with industry-leading, unbiased research and a comprehensive array of tools, resources, and technology. Because Commonwealth has no proprietary products to sell, we have the freedom to offer objective financial guidance and investment recommendations. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA.org/SIPC.org, a Registered Investment Adviser. CBD is not in the practice of law or tax advice. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, KY, LA, MA, MO, MS, MT, NH, NV, NY, OK, SC, TN, TX, UT and VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Third-party posts found on this profile do not reflect the views of Commonwealth Financial Network and have not been reviewed by Commonwealth as to accuracy or completeness.

The year started with a slight setback, with both U.S. and international markets down. Some of this poor performance was driven by fear over the coronavirus. Although the virus is something to watch, it's not likely to be a long-term risk. Indeed, economic growth in the U.S. has been steady, and business and consumer confidence have improved.

Will the fundamentals continue to provide a cushion for any risks on the horizon? Tune in to the latest Market Thoughts video to find out.

Watch the full video here >>

Congratulations, Rocky Daigle, for being honored in Forbes' Best-in-State Wealth Advisors List!

Read the full press release here, http://bit.ly/37qV1Qz.

November was another great month for U.S. markets, although international markets didn’t fare as well. Still, the news was positive given the worrying headlines on the Hong Kong riots and the ongoing trade dispute. Here in the U.S., consumer confidence remained at a strong level, and business confidence bounced back. Plus, job growth beat expectations, and new home sales were up.

Watch the full video here >>


Market Thoughts for November 2019

October was a great month, with U.S. markets doing well and international markets doing even better. This positive news was surprising, given the impeachment inquiry, weak job growth, and declining business confidence. Still, major sectors of the economy remain strong. Consumers continue to earn and spend more. Plus, the Fed has gotten behind the markets with rate cuts at its last two meetings. But is there volatility ahead?

Watch the Video Here>> http://bit.ly/cbd112019

cbdwealth.com Market Thoughts for November 2019 November 1, 2019 October was a great month, with U.S. markets doing well and international markets doing even better. This positive news was surprising, given the impeachment inquiry, weak job growth, and declining business confidence. Still, major sectors of the ec...

Financial markets showed mixed results for the third quarter of 2019. U.S stocks finished up, while International stocks struggled with losses. Bonds were also positive, as interest rates moved lower.

The quarter showed continued wage growth and strong consumer spending, both good signs for future economic growth.

Read More Here >>


Market Thoughts for October 2019

September was a pretty good month, with U.S., international, and emerging markets all up. These results were surprising given the month’s events, including a drone strike on a Saudi oil complex and the impeachment inquiry of President Trump. Still, the fundamentals remained solid. New and existing home sales went up. We also saw strong personal income growth, leading to strong retail sales growth.

But are there headwinds ahead? Tune into the latest Market Thoughts video to find out.


cbdwealth.com Market Thoughts for October 2019 October 1, 2019 September was a pretty good month, with U.S., international, and emerging markets all up. These results were surprising given the month’s events, including a drone strike on a Saudi oil complex and the impeachment inquiry of President Trump. Still, ...

We are happy to announce CBD Wealth's new website, please take a peek!



Pay Yourself First

When was the last time you paid yourself first?

cbdwealth.com It sounds simple, but paying yourself first can really pay off.


How to Read Your Credit Report

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

cbdwealth.com Solve a mystery while learning how important your credit report is with this story-driven interactive.


Stop Wasting Money

$100 not spent is more like $143. Intrigued? #taxes #saving

cbdwealth.com One way to find money is to examine your current spending habits and eliminate money wasters.


How Financial Advisors Are Compensated

Investors should understand the ways in which financial advisors are compensated for the services they provide.

cbdwealth.com Read this overview to learn how financial advisors are compensated.


What Can a Million Dollars Buy You?

What can $1 million buy you?

cbdwealth.com $1 million in a diversified portfolio could help finance part of your retirement.


Problems with Probate

Many have heard they should avoid probate; do you understand what probate is and how it works?

cbdwealth.com Probate can be a completely public process, or it can be managed to include as little information as possible.

Yesterday, we saw the largest stock market drop of the year. The Dow Jones Industrial Average was down more than 800 points (over 3 percent), an even bigger decline than we saw earlier this month. Plus, we are on track for the worst week of the year. It is a tough time for markets, and investors are worried. But should they be?...

Read the complete article here: https://conta.cc/2yYUMMS


Term vs. Permanent Life Insurance

Learn the language of life insurance.

cbdwealth.com When considering life insurance, it's important to understand your options.


Should You Borrow from Your 401(k)?

Thinking of borrowing from your 401(k)? Some considerations. #401k

cbdwealth.com Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?


When Special Care Is Needed: The Special Needs Trust

A #specialneeds #trust can help care for a special needs child, even after you’re gone.

cbdwealth.com A special needs trust helps care for a special needs child when you’re gone.


Directors and Officers Liability Insurance

D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.

cbdwealth.com Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.


Estate Management 101

Do you have a will? Is it updated?

cbdwealth.com A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate


An Overview of Renter’s Insurance

Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance

cbdwealth.com Don’t overlook the need for renter’s insurance if you rent your home.


Global and International Funds

Do you know the difference between a global mutual fund and an international mutual fund?

cbdwealth.com Investors seeking world investments can choose between global and international funds. What's the difference?


What Our Kids Can Teach us About Saving Money

It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings

cbdwealth.com Would you guess that Millennials are effectively saving for retirement? Well, they are.


The Economic Journey of Your Morning Coffee

The beans brewed for your morning coffee may have changed hands many times #MorningCoffee

cbdwealth.com Few contemplate the complex journey that brought their coffee from farm to kitchen table.


The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

cbdwealth.com How literate are you when it comes to your finances? Brush up with these five basics.


What If You Get Audited?

Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit

cbdwealth.com The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.


Inflation & Your Money

The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation

cbdwealth.com It's important to understand how inflation is reported and how it can affect investments.


Insuring Your Business With a Buy/Sell Agreement

There are ways to protect your business in the event of your death or the death of a partner.

cbdwealth.com It may help your business be better prepared in the event of the death of a principal or key employee.


New Trends Redefine Travel

The conventional #vacation is disappearing. New trends offer the adventurous traveler a deeper experience.

cbdwealth.com The latest trends in travel reflect a rich menu of exciting new possibilities.


A Primer on Irrevocable Life Insurance Trusts

An ILIT could play a role in your estate strategy.

cbdwealth.com Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.


Social Security: By the Numbers

Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity

cbdwealth.com Here are five facts about Social Security that might surprise you.


Yours, Mine and Ours: Estate Strategies for Second Marriages

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

cbdwealth.com Second marriages are a trigger event to revisit any existing estate strategies.


Teen Drinking and Your Liability

Social host laws may make you responsible for underage drinking in your home, even if you are away.

cbdwealth.com Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.


What’s Your Investment IQ?

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

cbdwealth.com You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz


Four Really Good Reasons to Invest

The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.

cbdwealth.com There are four very good reasons to start investing. Do you know what they are?


When Heirs are Imperfect

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

cbdwealth.com The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.


Charitable Giving: Smart from the Heart

Three tips for giving smart from the heart.

cbdwealth.com Do you have causes that you want to support with donations? Here are three tips.


U.S. Personal Savings Rate

The savings rate is the government’s estimate of how much U.S. households are saving.

cbdwealth.com What can be learned from the savings rate?


Tips for Finding Care for Your Special-Needs Child

How do you find care for your special-needs child?

cbdwealth.com The care of special-needs children continues into their adult years, and may survive the passing of their parents.


What Do Your Taxes Pay For?

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax

cbdwealth.com Here's a breakdown of how the federal government spends your tax money.


Prevent a Rift: Money Tips for Newlyweds

10 tips that can head-off marriage money problems.

cbdwealth.com Couples may be able to head off many of the problems in a marriage that money can cause.


Once Upon a Goal

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

cbdwealth.com Do you know how to set up your financial goals for success? This knight does.

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