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!
How Will Your Pension Choices Impact Your Retirement? [Video]
Your pension choices, from lump sums to annuities, have a huge impact on your retirement plan. Watch this video to better understand how!
Podcast Episode 6: The Structure to Build Wealth With
This episode of the Behind the Designs focuses on how to build wealth. We discuss different income levels, calculating net worth, and more!
Donating Appreciated Stock: Save On Taxes & Help Those In Need
Have a company stock that’s increasing in value? Learn how donating appreciated stock can help those in need AND decrease your taxes due. It’s a great year-end planning strategy for corporate executives who have a lot of company stock.
The Basics of Restricted Stock Units (RSUs) [Video]
Questions on restricted stock units? We are going to explore what RSUs are, how the grants are vested, how they are taxed, and more!
The Quarterly Advisor: Fourth Quarter 2022
The Quarterly Advisor: Fourth Quarter 2022 | Investing in the 1970s | 12 Tax Things for 12/31 | We Started A Podcast | And More!
Podcast Episode 5: What About Cryptocurrency?
This episode of the Behind the Designs podcast explores the FTX exchange collapse and what we think about cryptocurrency going forward.
Thanks-GIVING!
Thanksgiving is a season to be grateful, but we think it’s also the season to GIVE! In this article we discuss types of charitable giving!
Creating and Funding Estate Plans [Video]
What do you need to start creating and funding estate plans to protect your family legacy? Watch this video to learn more!
Podcast Episode 4: Holidays and Awkward Finance Questions
This episode of the Behind the Designs podcast explores how financial advisors respond when asked awkward finance questions at the holidays.
Investing in the 1970s
Inflation and higher interest rates are here. It’s been decades since investors have had to navigate these two headwinds. To invest successfully in the next decade, we think investors need to familiarize themselves with what investing in the 1970s was like. What worked? What didn’t?
When Should You Look For A Financial Advisor? [Video]
If you are looking for a financial advisor, this video will give you a couple tips for if you need one and what to look for.
Podcast Episode 3: Is Buy & Hold Investing Dead? (Part 2)
Continuing the conversation in the last episode, we are discussing the changes happening in investment management.
