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Posts by Financial Design Studio, Inc.

How to Set Financial Goals (According to a Coach) [Video]

By Financial Design Studio, Inc. | April 26, 2024
Wealth Management Financial Advisors on How to Set Financial Goals

Many aren’t sure how to set financial goals. In this video, ICF coach Sarah Fincher shares how she works with her clients on their goals.

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Episode 41: How to Set Goals (You’re Already Succeeding)

By Financial Design Studio, Inc. | April 17, 2024
Wealth Management Financial Advisors on How to Set Goals Podcast

Doing the “right things” isn’t always enough. In this episode we talk about how defining what you want matters for how to set goals.

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Target Date Funds Explained! [Video]

By Financial Design Studio, Inc. | April 12, 2024
Wealth Management Financial Advisors in Chicago on Target Date Funds Explained!

In this video, target date funds are explained, we share the pros and cons of using this strategy, and how age based funds work.

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Episode 40: Target Date Funds: Are They the Right Choice?

By Financial Design Studio, Inc. | April 1, 2024
Wealth Management Financial Advisors on Target Date Funds

In this episode, we explain what these are, their pros and cons, and when the might be an important piece of your strategy.

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Why We Invest In Stocks, Bonds, and Cash [Video]

By Financial Design Studio, Inc. | April 1, 2024
Wealth Management Financial Advisors on Why We Invest in Stocks Bonds and Cash

In this video we break down why our investment management focuses on asset allocations of stocks, bonds, and cash.

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Episode 39: Investing Across Your Lifetime

By Financial Design Studio, Inc. | March 20, 2024
Wealth Management Financial Advisors On Investing Across Your Lifetime

In this episode, we talk about how to succeed at investing across your lifetime by breaking down jargon like diversification and allocation.

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Financial Design Studio, Inc. (“FDS”) is a registered investment advisor registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FDS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.