We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!

Wealth Management in Chicago Financial Advisors on How to Find College Scholarships

How to Find College Scholarships [Video]

In this video, we break down how to find college scholarships for athletics, academics, geography, merit, and more!

Read More...
Financial Advisors Wealth Management in Chicago Illinois Fourth Quarter Newsletter

The Quarterly Advisor: First Quarter 2024

The Quarterly Advisor: First Quarter 2024 | Meet the CEO | Navigating Economic Paradoxes | The College Funding Challenge

Read More...
Financial Advisor Wealth Management in Chicago Podcast on Helping Kids Make College Choices

Episode 38: Helping Kids Make College Choices with Nate Bargar

In this episode Nate Bargar a post-secondary counselor, joins us to discuss how to help high schoolers think through their college choices.

Read More...
Wealth Management Financial Advisors in Chicago on How to Avoid Online Scams

How to Protect Yourself from Online Scams [Video]

In this video, we share practical steps you can take to protect your information, and your finances, from online scams

Read More...
Wealth Management by Financial Advisors in Chicago on How to Spot Scams

Podcast Episode 37: How to Spot Scams and Avoid Financial Fraud

In this episode we want teach you how to spot scams by understanding common tactics, red flags, and what you can do to avoid them.

Read More...
Wealth Management Financial Advisors in Lake Zurich Illinois on Economic Paradoxes

Navigating Economic Paradoxes

Stock markets and the economy face high levels of uncertainty in 2024. Many economic indicators seem to contradict each other, such as strong economic data just as markets price in aggressive policy easing by the Federal Reserve. We review the key indicators we’re watching closely to help us navigate these economic paradoxes.

Read More...
Wealth Management Financial Advisors on How to set your kids up for success

Podcast Episode 36: How to Set Your Kids Up For Success

In this episode, we interview Anna Lewis as she shares the opportunities her parents gave her and how they shaped who she became.

Read More...
Financial Advisors on Wealth Management and how to use a 529 college savings plan

How to Use a 529 College Savings Plan [Video]

In this video, learn about how to use a 529 college savings plans with all the tax benefits and the flexibility available.

Read More...
Wealth Management Financial Advisors in Chicago on college funding and the updated FAFSA

Podcast Episode 35: The College Funding Challenge

In this episode, parents and grandparents learn about college funding, reducing the cost and saving up with the updated FAFSA and 529 plans.

Read More...
Financial Advisors in Wealth Management in Chicago Illinois Meet the CEO Michelle Smalenberger

Meet the CEO: Michelle’s Story [Video]

In this video, meet our CEO Michelle Smalenberger. Learn about her journey from accounting paperwork to starting her own company!

Read More...
Start with Why: Michelle's Story, Wealth Management Advisors in Deer Park

Podcast Episode 34: Start with Why: Michelle’s Story

Michelle shares her passion for lifelong relationships with money, what led to starting FDS, and how to start with why.

Read More...
Financial Advisors and Wealth Management in Chicago on Time Horizons for Investment Goals

Time Horizons for Your Investment Goals [Video]

In this video, Rob breaks down what time horizons are, why diversification matters too, and how this strategy works in action.

Read More...