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 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.
The Mega Backdoor Roth IRA Strategy [Video]
What else can you save for retirement? If you’ve already tried the backdoor strategy, its time to do the MEGA backdoor Roth IRA strategy!
Updates On The Market, October 2022
Markets have been volatile in recent months. We always want to keep you informed of what’s going on and how we’re managing portfolios through the volatility. Please read our October 2022 Update on the Markets, which summarizes what’s happened since our last update.
