Posts by Financial Design Studio, Inc.
The 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…
Read MoreIncome Affects Medicare [Video]
As you near age 65 it’s very common you may be thinking about retiring. And something that comes with that is your health insurance because it was provided, usually by your employer. And now you are thinking, “How am I going to pay for health, health costs, and health insurance?” This is where Medicare Part…
Read MoreDon’t Let Tax Reform Changes Surprise You. Plan Now! [Video]
STEPHEN SMALENBERGER, EA® Tax Reform changes have been in the news lately. You’ve probably heard or read about it. Let’s discuss how these changes impact you. Understanding how things have changed will allow you to talk with your accountant now as they’re preparing your 2019 return, to make any changes for how your 2020 return…
Read More“Bund Yields Bounced Last Week” – WSJ
This was the curious headline in the Wall Street Journal recently talking about how German 10-year government bond yields (affectionately known as “Bunds”) climbed 0.15% in one week. That’s quite a move. But what wasn’t talked about is what the yield climbed too. As you can see in the chart below, the yield climbed all…
Read MoreHappy Thanksgiving From All Of Us! [Video]
Thanksgiving is the season and time of year where we all get to stop reflect and celebrate what has happened throughout the last year. And we all have stories from this past year. And one that we are thankful for is your receptiveness to our growing team. And one of the things I’m personally thankful…
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