A Short-Term Change for the Mid Term?

Financial Design Studio Election

We talk a lot about how to maintain a long-term view of your investment portfolio.  But, there are times that a short-term view may be appropriate for anticipated changes in your life.  One contributing factor to consider is the upcoming mid-term elections. Leading up to these elections you’ve likely heard there is a chance that…

Read More

Why Income And Expenses Matter

Financial Design Studio Income

Do you consider yourself a savvy shopper trying to find a discount?  Or do you research something fully in order to find the product with the best quality and consider the higher cost worth it? Just like the above thoughts for buying a product, these things should be considered when you are choosing investments.  Let’s…

Read More

[Video] One Big Goal or Many Small Goals

Financial Design Studio One Big Goal

MICHELLE SMALENBERGER, CFP ® We recently took a road trip and along the way it was my turn to drive.  I was sitting at the steering wheel thinking about how long the trip was and getting frustrated.  I eventually realized that instead of thinking about it in that way, as one BIG goal, I needed…

Read More