We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
Iran: Geopolitical Risk Creates Market Volatility
On January 3 the U.S. attacked and killed Quasem Soleimani, Major General from Iran that the U.S. accused of plotting terror. This surprising bout of uncertainty caused the stock market to pull back, while the price of oil and gold (a safe haven) rose strongly. The biggest cause of volatility in the stock market is uncertainty….
A Reminder To Take Action [Video]
I’ve had this on my keychain for years. It’s a carabiner. It’s what mountain climbers, zipliners use to repel and go up and climb. It hasn’t really meant anything to me until this past weekend. You see I went away with my daughter, Emma. We went to a daddy daughter retreat up in Michigan and…
Top Financial Advice Videos From 2019!
Top 2019 Financial Advice Videos 2019 was quite a big year for us at Financial Design Studio. From the growth of our team to expanding how we serve you, we are always looking for more ways to give you answers to your top finance-related questions. As we look at the past year, here’s the countdown…
Our New Year Plans [Video]
Here for the 2020 New Year, we wanted to share with you a few things we like doing outside of our professional life that we want to get back to doing in this upcoming year. Trevore: For me, I’d really like to get back to woodworking and get back to playing soccer. Robert: For 2020,…
2019 Was a Big Year in the Stock Market – What’s Next for 2020?
Last week we talked about how 2019 was shaping up to be a great year for the stock market, rising about 30% for the year. Not too many people predicted that outcome a year ago! The natural question is: what’s in store for 2020? We don’t know – nobody does. But as I’ve mentioned before…
Merry Christmas! Our Christmas Traditions[Video]
Christmas is a time where there are many family traditions. We’ve all been talking about our family traditions that we want to share with you. Michelle: So one that I can think of is there is a time when we can always be there. So whether we celebrate a week after Christmas or a couple days…
Stocks Have Had A Great Year
It’s hard to believe that 2019 is almost over! Just a year ago the stock market was in the midst of a 20% correction and investors were nervously wondering whether a recession was on the horizon for ’19. Turns out those worries were misplaced! Through mid-December, the S&P 500 has generated total returns of ~30%…
Tax Reform Sunset [Video]
Tax planning is all about looking forward. What is going to be happening in years to come. Tax legislation thought is a very different topic because it changes or it stays the same until it changes. In 2018 we had the tax cut and jobs act, also known as the Trump Reform. And what that…
The Economy And The Stock Market Are Always Changing
We’ve been in a remarkable investment environment for the last 10 years. From the depths of the stock market lows in early 2009, the S&P 500 has increased over 400%. But what’s interesting is that the same types of companies have been leading the charge the entire time. Question is, can it continue? The U.S….
Charitable Contribution Grouping [Video]
There is a lot that goes into tax planning. With the recent changes in the tax law and environments, charitable contribution is one area that has seen a lot of change. With the standard deduction doubling year over year, the benefit of charitable deductions has decreased. Charitable Contribution Decline So we are seeing people who…
Income Affects Medicare [Video]
As you near age 65 it’s very common you may be thinking about retiring. And something that comes with that is your health insurance because it was provided, usually by your employer. And now you are thinking, “How am I going to pay for health, health costs, and health insurance?” This is where Medicare Part…
Don’t Let Tax Reform Changes Surprise You. Plan Now! [Video]
STEPHEN SMALENBERGER, EA® Tax Reform changes have been in the news lately. You’ve probably heard or read about it. Let’s discuss how these changes impact you. Understanding how things have changed will allow you to talk with your accountant now as they’re preparing your 2019 return, to make any changes for how your 2020 return…
