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Posts by Financial Design Studio, Inc.

How Much Employer Stock Do You Own? [Video]

By Financial Design Studio, Inc. | March 7, 2025
Financial Advisors on Whether you Own too much employer stock

In this video, we talk the history of election cycles, and the domestic and global markets reactions to the 2024 election.

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Episode 61: A Crash Course on Equity Compensation

By Financial Design Studio, Inc. | February 26, 2025
Financial Advisors in Chicago share their perspective on equity compensation for executives nearing retirement

In this episode, we breakdown different forms of equity compensation, and strategies to exercise them in a tax efficient way.

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FDS Webinar on DOGE, the Economy, and Your Investments

By Financial Design Studio, Inc. | February 26, 2025
Financial Advisors on DOGE, the economy, and your investments

We will cover a high level update on DOGE and then help you understand how that affects the economy and most importantly your investments.

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Episode 60: The True Cost of Healthy Living with Rachel Staycheff-Hamm

By Financial Design Studio, Inc. | February 5, 2025
Wealth Management Advisors on the True Cost of Healthy Living

In this episode, Rachel Staycheff-Hamm shares how a diagnosis changed her view on the cost of healthy living, and how it shaped her lifestyle

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Episode 59: The Anti-Consumerist Manifesto

By Financial Design Studio, Inc. | January 23, 2025
Financial Advisors specializing in Executive Compensation taxes on Anti-Consumerist Worldview

In this episode, Anna Lewis breaks down the dangers of consumerism, and how the anti-consumerist challenges this worldview.

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Episode 58: How to Get Involved and Make a Difference with Marsha McClary

By Financial Design Studio, Inc. | January 7, 2025
Wealth Managers on how to get involved with your money

In this episode, Marsha McClary shares how to get involved, from local town politics to non-profits, like Feed My Starving Children.

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Financial Design Studio, Inc. (“FDS”) is a registered investment advisor registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FDS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.