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Wealth Management tips for physicians
Oct
05

Wealth Management 101 for Physicians

There are few professions that lead to the financial complexity that physicians face. On one hand, you’re likely making more money than a lot of other people. You also face a unique level of liability and debt. To successfully manage your wealth, you need wealth management strategies that work for physicians. Here are some tips that you can consider.

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Tips for professional atlhetes
Oct
05

Wealth Management Advice for Professional Athletes

On top of managing performance, a public image and your career, as a professional athlete, you need to successfully manage the wealth that you generate. Often, you’ll make more money each year until you peak your income before retirement. Use this wealth management advice for professional athletes to form a successful strategy that can help you remain financially secure well into the future.

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Tips for entrepreneurs
Oct
05

Wealth Management Tips for Entrepreneurs

If you’re an entrepreneur, you are in a unique financial position. When things are going well, you can feel financially secure, with enough revenue coming into your businesses to enable you to invest in new ideas and projects. When money is tight, it can be tempting to draw money out of a savings or retirement account to tide you over. Entrepreneurs need a different kind of wealth management strategy that accounts for their level of income variability and risk. Here are some wealth management tips for entrepreneurs.

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Oct
03

3 Ways to Help Others AND Lower Your Taxes

With the recent weather events of Harvey and Irma, it’s become much more evident that we all need a helping hand at times. Most people do not donate to charitable causes purely for the tax break, but if the government gives you a break, you might as well take advantage of it. Here are three tax efficient strategies to help others:

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Sep
21

The Great 2017 Peanut Butter Taste Test Challenge

A while ago, Coca Cola (symbol KO) announced they were replacing Coke Zero with Coke Zero Sugar. This did not sit well with CORDA’s resident Coke Zero aficionado Craig Fowlkes, who insisted he could tell the difference between the two. Low and behold, we put him to the test, and he correctly picked Coke Zero Over Coke Zero Sugar.

When the intellectual subject of peanut butter came up, Craig mentioned he felt JIF was the best brand, and he could tell the difference just by the taste. We were all impressed, but needed proof, so we set up the peanut butter challenge.

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Sep
19

Wealth Management 101 for Business Owners

Business owners have unique needs when it comes to growing and managing their wealth. If you own a company, it is important to think through how your business will move, grow, and adapt in the future. Protecting the business should be a key component in your overall wealth management strategy, along with ensuring that you and your family are comfortably provided for both now and into your retirement years. Here is what you should know.

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Aug
30

Harvey Was a Wallbanger and So Much More

Our hearts ache for Houston this evening. U.S. Coast Guard helicopters buzzed the skies over Houston today, 12,000 Texas National Guard troops were deployed across the Gulf and thousands of rescues took place here in the metro area. Some were even supported by Louisiana’s Cajun Navy and simply plain old regular joe citizens like you and me. We are simultaneously humbled by mother nature yet so darn proud of the efforts by so many people here in the great state of Texas.

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Aug
23

Compliance Day at CORDA

CORDA Investment Management hosted a Compliance Day yesterday and was treated to a handful of breakout sessions led by Alan Foxman, a senior consultant from the Delray Beach, FL office of National Compliance Services. Alan addressed topics that included fiduciary duties of an RIA, cybersecurity, disclosure requirements, custody, and ethics. The entire CORDA team participated in the day-long event with additional discussions around what typical market corrections looks like, the dramatic under performance of international benchmarks relative to U.S. indexes over the past ten years, where investors could find pockets of value and opportunity in the current market environment, and the rapidly changing disruptions taking place in the oil, gas, and utility sectors. This was an action packed day and the team is excited to share their findings with our clients and stakeholders.


Aug
14

Come on Block the Noise

All assets fluctuate in price. The problem is most people want to time the fluctuations and seek to adroitly maneuver out of assets like stocks and bonds at the top (and bottoms) and end up doing more harm than good. I’d like to give you another perspective on assets, investing, and the capital markets. 

Focus on cash-flow. 

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