Posts by Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer
More Stimulus and Interest Rates – Does one lead to the other?
Will more stimulus lead to higher interest rates? Many factors influence the interest rates in the economy.
Read MoreFinancial Plan Commitment: Stick with your plan [Video]
[Video] Financial Plan Commitment: Stick with your plan. Financial Plan commitment or sticking with your plan can certainly be one of the hardest parts about investing your money because of the need to control your emotions.
Read MoreTarget Date Funds: Pros & Cons [Video]
[Video]Target Date Funds: Pros & Cons| Target date funds are a popular way to invest money these days. There are pros and cons you should know. We discuss these here!
Read MoreRecapping 2020 Investment Returns and Looking Forward to 2021
While it’s always important to stay focused on what’s ahead, there’s value in recapping 2020 returns for investors before looking forward to 2021.
Read MoreA 2020 Charitable Giving Strategy You Don’t Want to Miss!
It’s a good time to remind ourselves the government created a $300 charitable giving benefit for 2020 that’s available to ALL taxpayers.
Read MoreRebound in Small Cap Stocks
Why are small cap stocks performing better vs. large cap stocks since the 2020 election? | Financial Design Studio, Inc.
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