FDS Newsletter: First Quarter 2025

Each quarter, we design this newsletter. It’s goal is to share our most recent or most timely content to keep you informed at your leisure. You shouldn’t have to stay up late searching for answers or tracking the latest financial changes—that’s our job. This quarterly newsletter is one more way we help you, our clients, stay confident in your financial plan without adding extra work to your plate.

Scroll to the bottom (or click here!) to download the full PDF that we mail to our clients.

A Note from Michelle:

“Happy New Year!  And yet, it’s already March!  With so many changes happening in just the last two months I keep being reminded of how important close, consistent connection is.  With so much information available at our fingertips it is really easy to feel like we know everything we need to and yet feel very disconnected from the people around us.

That’s why this year we will be offering points to connect, in different ways, like our upcoming webinar (see page 6).  Our team feels very privileged to learn so much about your lives because finances touch so many parts of our life.  

We get to hear all the ways you enjoy living more like hobbies, social clubs, or traveling, whether it’s to relax, see a new site, or keep up with your grandchildren or family.  We also get to hear how you enjoy giving more through volunteering your time and knowledge, giving financially, or helping someone in need.  

There are times where I think we live vicariously through your adventures!  And we love hearing all about them. I share all of this because we really enjoy hearing how you are able to do all you want as we help you manage your finances.  Please remember to share all of your adventures as we connect with you throughout the year!

I believe we should connected through sharing what we’re doing. It brings us life helps us to encourage each other to do the same. And we stay connected all at the same time.”

— Michelle Smalenberger, CFP® and CEO

In This Issue: First Quarter 2025

• Article: How Will DOGE Impact the Market and Economy?
• Register for our Webinar: Update On DOGE, the Economy, and Your Investments
• Newsletter Exclusive: Interview with Michelle!

Full FDS Newsletter: First Quarter, 2025