Investing
Target Date Funds: Pros & Cons [Video]
[Video]Target Date Funds: Pros & Cons| Target date funds are a popular way to invest money these days. There are pros and cons you should know. We discuss these here!
Recapping 2020 Investment Returns and Looking Forward to 2021
While it’s always important to stay focused on what’s ahead, there’s value in recapping 2020 returns for investors before looking forward to 2021.
Charitable Giving Reminders For 2020 [Video]
Is charitable giving one of the things still on your to-do list? And you can make a bigger impact with these final reminders.
What is a Self-Directed 401(k)? [Video]
[Video]Investing-What is a Self-Directed 401(k)?| If you have a 401(k) through your employer you know that very commonly we have different investment choices. You may also have something called a self-directed 401(k).
Rebound in Small Cap Stocks
Why are small cap stocks performing better vs. large cap stocks since the 2020 election? | Financial Design Studio, Inc.
How a Financial Advisor Helps You Make Progress[Video]
[Video]How a Financial Advisor Helps You Make Progress| Can you think of someone that has helped you make progress in the past? We all have those people who have helped us grow at some point in our lives. As financial planners that is what we hope to do as well for you.
