CORDA Investment Management, LLC

07/08/2026

Why do Roth conversions come up so often in client conversations? A few reasons stand out: managing future tax brackets, reducing future required withdrawals, and supporting long-term legacy goals.

Every client's situation is different, and the right approach depends on your income, your timeline, and your broader plan. If you’d like to learn more, our Certified Financial Planners™ are here to help you think it through.

06/30/2026

Our portfolio team just released their quarterly market insights, and this quarter there is a lot worth your attention.

Easing energy prices. A new chapter at the Federal Reserve. The quiet role productivity is playing in supporting growth. And what history tells us about markets in a midterm election year.

We break down what we are watching and what it could mean for your portfolio.

Read the full update:

Read CORDA's quarterly newsletters for market commentary, investment insights, and portfolio updates.

05/28/2026

Marriage, divorce, a new grandchild, the loss of a loved one. Life moves quickly, and estate documents don't always keep pace.

Outdated beneficiary designations are among the most common gaps we see in long-term financial plans. The form you filled out when you opened an account a decade ago may no longer reflect your family or your wishes.

Spring is a natural time to take stock. Our planning team works with clients to confirm beneficiaries are current, review wills and powers of attorney, and make sure the plan reflects where things stand today.

If any of these conversations have been on your to-do list, we want to help.

05/26/2026

Wealth transfer is one of the biggest themes in our financial planning meetings right now, and it's easy to see why. According to a wide array of financial publications, the largest generational transfer of wealth in history is already underway. Families are sitting down to ask important questions: Are my beneficiaries up to date? Should I be giving to my children now rather than later? Do I need a trust? The families who feel most prepared are the ones who start the conversation early.

Our advisors and financial planners work through these questions with clients every day. If wealth transfer has been on your mind, we would love to talk!

05/21/2026

Here's something that surprises a lot of people: your beneficiary designations may override your will. That means a form you filled out years ago may carry more legal weight than the estate plan you put together with your attorney. If those designations are outdated, assets may not end up where you intend.

At CORDA, we think beneficiary reviews are one of the most straightforward, high-impact things a client can do. A simple review of accounts, wills, trusts, and powers of attorney can catch gaps before a major life event makes them costly.

If it's been a while since you've taken a look, it may be worth a conversation.

05/05/2026

Last week, the full CORDA team came together in Houston for our all-hands huddle. Bringing the full team together is one of our favorite traditions! We shared three days of learning, planning, and time together, including one day at a conference room in the Houston Zoo! We talked through best practices, collaborated on how to serve clients even more effectively, and made time for the kind of conversations that only happen face to face.

We are a group that genuinely enjoys being together, and we know that our clients benefit when our team is connected! When advisors, planners, portfolio managers, operations, and everyone else are in the same room, good things happen.

Thank you to everyone who made the trip. We are fortunate to have such a dedicated team!