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!
Podcast Episode 13: Financial Advisors on Silicon Valley Bank
This episode of Behind the Designs covers the Silicon Valley Bank collapse, what caused it, and what might be coming next.
FDS Comment on Silicon Valley Bank Failure
The Silicon Valley Bank failure is all over the news. In this article, Rob shares what we see as advisors and how we are protecting clients.
The Basics of Non-Qualified Stock Options (NQSOs) [Video]
Have questions about NQSOs? In this video we will breakdown what they are, how they work, and when you might want to use them.
Podcast Episode 12: The Biggest Threat to Your Financial Plan
This episode of Behind the Designs will explore the biggest threat to your financial plan. Learn to recognize them so you can stay protected!
What is Net Unrealized Appreciation?
What is net unrealized appreciation? Simply, it is a tax savings strategy! Read this article to learn the rules, as well as pros and cons.
Should I Use a Deferred Compensation Plan? [Video]
Wondering if a deferred compensation plan is right for you? In this video we cover how it works, tax factors, as well as pros and cons.
Podcast Episode 11: How to Get Where You Want to Be
Where do you want to be with your finances? Do you have what it takes to get there? We will explore how goals work and how to reach them.
The Quarterly Advisor: First Quarter 2023
The Quarterly Advisor: First Quarter 2023 | Will 2023 Be Better for Investors? | Updated Contribution Limits | And More!
All About I-Bonds: What Are They & Interest Rates [Video]
In this video we will discuss what are i-bonds and their interest rates. These could be a great savings tool but there are pros and cons.
Podcast Episode 10: Cash is King. So What?
Right now, where is the best place to put your money? Cash is King, and there are more opportunities than you might realize.
Is Deferred Compensation a Good Idea?
Is deferred compensation a good idea? We look at the pros and cons along with some frequently asked questions to help you decide.
Social Security Income for Cost of Living Increase [Video]
Will your social security income cover your expenses? In this video, we will cover the what you need to know about the cost of living increase!
