Posts by Financial Design Studio, Inc.
[Video] A Thanksgiving Greeting
STEPHEN & MICHELLE SMALENBERGER, CFP ® Happy Thanksgiving 🦃 from Michelle and Steve! Were there big changes in your life this year? Let’s sit back and reflect on all to be thankful for this holiday!
Read MoreRemember To Keep A Thankful Perspective
We talk a lot about keeping a long term perspective. But what about keeping a thankful perspective? Just like the long term perspective keeps us from making short term investing decisions, a thankful perspective can too. Many of you haven’t forgotten the financial crisis of 2007-2009. However, have you forgotten how the market has performed…
Read MoreThe Election Brought Clarity, But Is It All Good News For Investors?
In the days following Tuesday’s election we have seen the market move higher. It has been regaining the momentum lost over the month of October. Tuesday’s election results have brought clarity for the months ahead. Remember, the market does not like uncertainty so with the elections behind us is it all good news? The Republicans…
Read More[Video] Understanding Stock Gifts
MICHELLE SMALENBERGER, CFP ® Let’s take some time to talk about the behind-the-scenes of stock gifts. This is when you are giving stock you own to charities or not-for-profit organizations. That’s exactly what is happening you give them shares of stock because you want to give them money. One benefit to you is that you…
Read MoreHow do product trends affect your investments?
With the past six weeks of market volatility we understand it’s been discouraging to see the effect of this market pullback. And there has been an encouraging bright spot this week! During the week we have seen the market try to make positive moves, only to move lower. But even those brief moments higher are…
Read More[Video] Small Business Retirement Plan Options: 401(k)
STEPHEN SMALENBERGER, EA ® We have already talked about setting up a retirement plan for a company that’s not incorporated. What if your company is incorporated? What options are available now with a 401(k) and what’s different? With an S-Corp you’re required to pay yourself a reasonable salary. This just means that out of your…
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