[Video] Merry Christmas

FDS Merry Christmas

[Video] Merry Christmas STEPHEN & MICHELLE SMALENBERGER, EA & CFP ® We are having a Christmas Tree Drawing Contest!  You can vote for who you think draws the best tree. As we think about Christmas we are reminded it’s not just about gifts.  Even something just as silly as our tree drawing contest these holidays…

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This Is What Progress Looks Like

Financial Design Studio Progress

What does it look like when you’re making great progress toward completing a project or solving a problem for the first time?  Does every step move along with ease? Or do you find small things that need fixed along the way? So then it feels like you take one step back to take two steps…

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[Video] Why Your Business Number’s Plan Matters

[Video] Why Your Business Number's Plan Matters

MICHELLE SMALENBERGER, CFP ® In a previous video we’ve talked about keeping the books for your business up to date, including all your income and expenses. Today, we’ll talk about why that matters. Here’s a progression of your business from when you start to the growth mode that you find yourself in. In the beginning…

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More Questions Than Answers

Financial design studio questions Deer park

Do you ever go through seasons where you have more questions than answers?  And when you get one answer you feel like it just creates even more questions?  This is how I would describe the news of the week and the market movement that followed. Consider in our recent blog posts where we have discussed…

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This Year’s Charles Schwab Conference [Long Version]

I’m writing to you as I fly home fresh from Schwab’s annual conference held in our nation’s capital, Washington D.C.  There couldn’t have been a better place for this year’s conference as we anticipate next week’s mid-term elections and recent market volatility.  To summarize my experience at the conference it is this: my humbling respect…

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