What’s going on at GDS - May 2025

May has been an extraordinary month for GDS Wealth Management, marked by many highlights that we can’t wait to share with you!

Glen’s Exclusive Interview on the New York Stock Exchange Floor

Our CEO & CIO, Glen Smith, and his wife, Gisella, traveled to New York City for a CIO conference. While there Glen was featured in an exclusive interview on the New York Stock Exchange (NYSE) floor with the Schwab Network. Glen provided his expert perspective on market volatility, the impact of tariffs, and the recent market rebound.

During the interview, Glen stated, "We think there is a lot for the investors to digest right now. We have had a very volatile year. I think one of the reasons it (the market) has rebounded so quickly is Trump’s administration has really toned down the talk of the tariffs, and a lot of solutions look like they are going to come out in the next 30–60 days. The market has rebounded quite nicely because of that."

Catch the full interview on the Schwab Network to hear Glen's expert take on what’s ahead for investors.

Brand New Podcast Episodes Are Available Now!

We are excited to announce the release of two new episodes of our podcast, GDS Unplugged, hosted by Glen Smith and Robert Casey. These episodes are not only packed with practical insights to help you make informed decisions about your financial future, but they are entertaining and growing in views on YouTube:

What You Should Know About Estate Planning Before It’s Too Late – Discover why it’s never too early to start planning for your future. Explore the key elements that can contribute to an effective estate plan and consider ways to help ensure your assets are distributed according to your wishes.

The Truth About Adviser Fees – You don’t want to miss this hot topic! Get clarity on what you could be paying for when you hire a financial adviser and why it matters. Understand the real differences between true fee-only fiduciaries and fee-based advisors. And how to choose an adviser that aligns with your financial goals.

Whether you’re on a walk, commuting, or relaxing at home, tune in on your favorite podcast platform to gain valuable knowledge and actionable tips.

Celebrating National 529 College Savings Plan Day

Education is one of the most important investments you can make, and in honor of National 529 College Savings Plan Day, we highlighted the importance of saving early for education expenses. A 529 plan can be a powerful tool to help you save for your child's future educational needs, offering tax advantages and flexibility.

Our team at GDS Wealth Management is always ready to guide you through your options and help you build a strategy that supports your family’s future. Learn more about 529 plans and how they can benefit your educational savings goals.

Honoring Mothers and Veterans

May was also a month of heartfelt celebrations at GDS Wealth Management. We took the time to honor mothers on Mother's Day, recognizing the invaluable contributions they make to our lives and families. Additionally, we paid tribute to veterans on Memorial Day, acknowledging their sacrifice and service to our country.

These celebrations are a reminder of the importance of family and community, values that are at the core of our mission at GDS Wealth Management.

We Love Our Client Feedback

We were thrilled to share a wonderful review from one of our valued clients! Your positive feedback inspires us to continue delivering exceptional service and support.

Carmen said, “…Thank you for your blanket of security to this aging couple!”  

Thank YOU for trusting GDS Wealth Management with your financial journey. We are dedicated to helping you achieve your goals. Client satisfaction is our top priority, and we are committed to providing the high-quality service and trusted advice our clients have come to expect from GDS. Click here if you would like to leave GDS Wealth Management a Google review.  

Helping Others Understand Hidden Expenses in Retirement

Retirement should be a time to relax and enjoy the fruits of your labor, but it can also bring unexpected financial surprises. From housing expenses to healthcare costs, there are many hidden expenses that can arise. Our latest blog dives into these often overlooked costs and provides valuable insights to help you plan confidently for retirement.

Don't let hidden expenses catch you off guard. Read the full blog to learn more about this topic and how to prepare for a secure financial future.

As we head into summer, we remain committed to delivering the high-quality service and trusted advice you’ve come to expect from GDS. Thank you for being part of the GDS family—we can’t wait to share more exciting updates with you next month!