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!
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.
Podcast Episode 2: Investing Ahead of the Market (Part 1)
In our second podcast episode, listen in to hear what we think about investing with inflation, high interest rates, and gas prices.
Episode 1 : Designed for Life: Our Story
In our first podcast episode, Designed for Life, hear our story, from what we love about our job to how we started Financial Design Studio!
Is the Housing Market Going to Crash?
Mortgage rates have surged to 7%, double what they were a year ago. How is that impacting home prices? Is the housing market going to crash? We tackle these questions and provide cautionary advice to both buyers and sellers of homes.
