Posts by Financial Design Studio, Inc.
Do Investors Have To Keep Up With The News?
Do Investors Have To Keep Up With The News? As an investor do you have to keep up with the news? The answer really lies in how often you look at your accounts. We’ll give you a couple of examples and you can decide how up to date you need to stay in order to…
Read More[Video] Happy Father’s Day
[Video] Happy Father’s Day STEPHEN & MICHELLE SMALENBERGER, EA & CFP® We wanted to share some things we learned from our dads on Father’s Day! Steve: I can remember a time when my parents dropped me off for camp and my dad saying, “If you want friends you have to be a friend.” My dad…
Read MoreSummer’s Economic Progress Report
Summer’s Economic Progress Report School’s out for a summer break, but that doesn’t mean the markets will take a break! In fact, we were encouraging you a few weeks ago to skip the “Sell In May And Go Away” investing theory that believes summer is quiet with nothing to gain by staying invested. This week…
Read MoreBe Sure to Stay Interested In Your Savings Accounts
Be Sure to Stay Interested In Your Savings Accounts How excited have you been to see on bank statements that you’re earning .0010% on the cash in your savings account for the past several years? If you’re like many people it doesn’t excite you to see the small dollar amount that computes to. During this…
Read More[Video] It’s Not About The Checklist
[Video] It’s Not About The Checklist MICHELLE SMALENBERGER, CFP® As much as it’s about the checklist, it’s really NOT about the checklist. We will be talking about this and exploring what that really means. We’re really talking about moments with money rather than just checking boxes. Firstly, let’s look at what this list may look like that we…
Read More[Video] Spring Cleaning: Two Types of Financial Documents
MICHELLE SMALENBERGER, CFP® It’s spring and we naturally think of spring cleaning! We’ve been inside most of the winter and you may start to see the piles of stuff climb up the walls. So, now you’re ready to get rid of some of that stuff. Let’s talk through a couple areas of financial documents you…
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