CBD Wealth Management coordinates the financial affairs of a select group of families and small businesses across the Southeast.
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 >>
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 >>
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, ...
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When was the last time you paid yourself first?
cbdwealth.com It sounds simple, but paying yourself first can really pay off.
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.
$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.
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 $1 million buy you?
cbdwealth.com $1 million in a diversified portfolio could help finance part of your retirement.
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
Learn the language of life insurance.
cbdwealth.com When considering life insurance, it's important to understand your options.
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?
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.
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.
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
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.
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?
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 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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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
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?
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.
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.
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?
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 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.
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.
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.
RBR Benefits specialities include coordinating Insurance benefits to corporations, small businesses, individuals, and Medicare eligible individuals.
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TWFG Insurance Tony Voiron Metairie, LA is an independent agency that writes for over 50 independent insurance carriers. Give our office a call for quotes on Car Insurance, Homeowners Insurance, Business Insurance or Life Insurance.
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AWS is dedicated to advising and servicing our clients in all aspects of insurance. We pledge to recommend policies or alternatives that achieve maximum asset protection while minimizing the overall total cost of risk.