Posts by Financial Design Studio, Inc.
[Video] How Do You Communicate?
MICHELLE SMALENBERGER, CFP ® How do you communicate with other people? And better yet, how do you communicate with your financial adviser? Are you in a meeting and you ask a question and then they answer back. This might seem simple, but this process of information going back and forth is communication. Do you share…
Read MoreConsidering the economy today, here’s a “second chance” to change your investments.
As a financial planner in Deer Park, we are constantly tracking how the financial market is running each day. And with the recent market volatility of the market going up and down here is an opportunity to make changes to your portfolio if you didn’t like what you’ve been experiencing. Consider this your “second chance”.…
Read More[Video] Career Fairs Can Help Your Wallet, Too
MICHELLE SMALENBERGER, CFP ® Could a career fair for your child, actually help your finances? Recently, we were invited to be a part of a career fair and offer some advice to students where they could ask questions of Steve and myself. Being at the event, I remember the feeling of being back in high…
Read MoreUS Economic Indicators Are Strong But China Doubt Lingers
A couple of economic indicators reported this week helped the market to stay strong. Trade discussions with China have kept the market uneasy though. US Weekly Jobless claims fell more than expected. This means that more people are finding jobs! Maybe you have firsthand knowledge of a friend or family member being able to find…
Read More[Video] New 2019 Contribution Limits
STEPHEN SMALENBERGER, EA ® As we step into a new tax year, we’re probably thinking, “How much can I put into certain accounts? I remember what I did in 2018, but has anything changed for 2019?” Let’s talk about that so you can make the most of your tax exceptions towards retirement. 401K/403B For 2019,…
Read MoreDon’t Do This To Yourself!
It’s On…No, It’s Off…Maybe…It’s Back On, It’s Off Again…this was the story of the week! This week’s investment story was China. How the deal that has been talked about for many months was on and off again over the course of days. Don’t drive yourself crazy! Did this week bring panic or fear after a…
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