Posts by Financial Design Studio, Inc.
Our New Year Plans [Video]
Here for the 2020 New Year, we wanted to share with you a few things we like doing outside of our professional life that we want to get back to doing in this upcoming year. Trevore: For me, I’d really like to get back to woodworking and get back to playing soccer. Robert: For 2020,…
Read MoreMerry Christmas! Our Christmas Traditions[Video]
Christmas is a time where there are many family traditions. We’ve all been talking about our family traditions that we want to share with you. Michelle: So one that I can think of is there is a time when we can always be there. So whether we celebrate a week after Christmas or a couple days…
Read MoreStocks Have Had A Great Year
It’s hard to believe that 2019 is almost over! Just a year ago the stock market was in the midst of a 20% correction and investors were nervously wondering whether a recession was on the horizon for ’19. Turns out those worries were misplaced! Through mid-December, the S&P 500 has generated total returns of ~30%…
Read MoreTax Reform Sunset [Video]
Tax planning is all about looking forward. What is going to be happening in years to come. Tax legislation thought is a very different topic because it changes or it stays the same until it changes. In 2018 we had the tax cut and jobs act, also known as the Trump Reform. And what that…
Read MoreThe Economy And The Stock Market Are Always Changing
We’ve been in a remarkable investment environment for the last 10 years. From the depths of the stock market lows in early 2009, the S&P 500 has increased over 400%. But what’s interesting is that the same types of companies have been leading the charge the entire time. Question is, can it continue? The U.S.…
Read MoreCharitable Contribution Grouping [Video]
There is a lot that goes into tax planning. With the recent changes in the tax law and environments, charitable contribution is one area that has seen a lot of change. With the standard deduction doubling year over year, the benefit of charitable deductions has decreased. Charitable Contribution Decline So we are seeing people who…
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