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Learning Center

Wealth Management Resources

Here you will find educational perspectives, practical concepts, and real-world lessons. If you're looking to learn more about financial topics, stay informed on industry trends, or explore general approaches, these resources provide bite-sized insights for informational purposes only and should not be construed as personalized advice.

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How Rebalancing Helps Keep Your Portfolio on Track

Learn how portfolio rebalancing helps maintain your investment strategy, manage risk, and stay aligned with your financial goals. GDS Wealth...
Blog

What’s Going on at GDS – September 2025

Discover what happened at GDS Wealth Management in September — from earning the 2025 SMU Cox Dallas 100™ Award and a Bloomberg feature, to sponsoring...
Blog

4 Top Investor Questions Explained [Ep. 14]

Glen and Robert unpack the four questions they’re asked most often and share practical frameworks you can consider and discuss with an adviser.
Podcast

GDS Named to Forbes’ 2025 America’s Top RIA Firms List for Second Consecutive Year

GDS Wealth Management ranks among Forbes' 2025 Top RIA Firms for the second year, reflecting client trust and dedication amid market uncertainties.
Blog

September 2025 Market Review

September 2025 Market Review: Federal Reserve cuts rates amidst inflation concerns, tariffs impact Q3 earnings, and small-cap equities lead market...
Blog

GDS Wealth Management Named to D Magazine’s 2025 List of Top Wealth Managers

GDS Wealth Management is honored by D Magazine as one of 2025's Top Wealth Managers, reflecting their commitment to client-first, transparent, and...
Blog

Why You Need to Do a Background Check on Any Financial Adviser

At GDS, we encourage every investor to verify before hiring. A background check takes minutes, costs nothing, and can help you avoid potential...
Blog

What Your 401(k) Really Costs [Ep. 13]

On this episode of GDS Unplugged, adviser Tim Allin, CFP®, CEPA®, shared insights on everything from early withdrawal provisions to the...
Podcast

Tax Strategies for Estate and Legacy Planning

This blog discusses legacy and estate planning. It provides an overview of the 2025 gift tax and lifetime tax exemptions and discusses how to utilize...
Blog

Understanding IRAs: Traditional and Roth

Discover the differences between Traditional and Roth IRAs, their tax implications, and how to choose the best option for your retirement planning.
Blog

GDS Named to the 2025 SMU Cox Dallas 100™ Entrepreneur Awards

GDS Wealth Management named to the 2025 SMU Cox Dallas 100™ Entrepreneur Awards, recognizing the region’s fastest-growing and most innovative...
Blog

What’s Going on at GDS – August 2025

Discover what happened at GDS Wealth Management in August, from winning “Best Financial Advising Firm in Denton County” for the fourth straight year...
Blog
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Showing 1 - 12 of 195 results

Some articles and materials in this Learning Center were created before GDS Wealth Management became an independent firm in 2021. Content from that period may reflect different affiliations, structures, or viewpoints than those of the firm today. GDS Wealth Management is an independent investment advisory firm registered with the U.S. Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. All information is provided for educational purposes only and should not be considered investment advice or a solicitation to buy or sell any security. Past performance is not indicative of future results.