Financial Design Studio Global Trade Tension

Is Global Trade Tension Progress Already Priced In? When investing, people consider what may happen in the future regarding an investment. There are so many things you can think (related to your conviction) about for finally making the investment. Today, an item we need to consider together is whether the global trade tension with China…

Read More
Financial Design Studio Financially Lucky

MICHELLE SMALENBERGER, CFP ® [Video] Financially Lucky With talk of St. Patrick’s Day are you feeling lucky?  I want to share two recent stories that have shaped some new thinking and understanding for how I think people view financial planning. The Taxi Driver: Five months ago I was at a conference in Washington D.C. and…

Read More
Financial Design Studio Tax Season

[Video] Prepare for your tax returns using FORMS MICHELLE SMALENBERGER, CFP ® It’s tax season and everyone’s thinking of everything they need to get ready for their accountant.  I want to help you with an easy system to remember all the things you need to pull together. Here’s an acronym to walk you through the…

Read More

Waiting For Fed & Trade Tension Direction From trade tension to the Fed, the best way to describe this week’s market movement is simply with the word patience. The Fed Slowing Economy We learned from the Fed that they are watching economic data to point toward any interest rate changes or balance sheet changes needed…

Read More
Financial Design Studio Market Risk Edge

There’s Always A Market Risk We’ve seen a nice week of markets moving higher which brings some welcome relief from all of the worries we had just a week or two ago.  Much of this relief was brought by easing concerns that global tensions with China are getting better. So now that the government shutdown…

Read More
Financial Design Studio financial love

MICHELLE SMALENBERGER, CFP ® [Video] Financial Love Skill With Valentine’s Day near, I want to share the acronym L.O.V.E.  This is one thing that can make you successful in your financial plan. Learning Organization Very Early As a parent you may agreeing that you are trying to get your kids to understand this skill.  This…

Read More