More Questions Than Answers

Financial design studio questions Deer park

Do you ever go through seasons where you have more questions than answers?  And when you get one answer you feel like it just creates even more questions?  This is how I would describe the news of the week and the market movement that followed. Consider in our recent blog posts where we have discussed…

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This Year’s Charles Schwab Conference [Long Version]

I’m writing to you as I fly home fresh from Schwab’s annual conference held in our nation’s capital, Washington D.C.  There couldn’t have been a better place for this year’s conference as we anticipate next week’s mid-term elections and recent market volatility.  To summarize my experience at the conference it is this: my humbling respect…

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Remember To Keep A Thankful Perspective

Remember To Keep A Thankful Perspective

We talk a lot about keeping a long term perspective.  But what about keeping a thankful perspective? Just like the long term perspective keeps us from making short term investing decisions, a thankful perspective can too. Many of you haven’t forgotten the financial crisis of 2007-2009.  However, have you forgotten how the market has performed…

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[Video] Understanding Stock Gifts

Financial Design Studio Understanding Stock Gifts

MICHELLE SMALENBERGER, CFP ® Let’s take some time to talk about the behind-the-scenes of stock gifts.  This is when you are giving stock you own to charities or not-for-profit organizations.  That’s exactly what is happening you give them shares of stock because you want to give them money. One benefit to you is that you…

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