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!
Financial Planning & Investment Newsletter
Second Quarter 2022 Financial Planning & Investment Newsletter | Will We Get Relief From Inflation? | Tax Season Review | and more!
Tax Season Review
The 2021 tax season is officially behind us! Over the past few years there have been unusual factors making tax preparation and planning more challenging than ever.
Consolidate Old Retirement Accounts When It Makes Sense [Video]
Often when you switch jobs, you leave your old 401(k) savings with your old employers. We recommend you consolidate old retirement accounts.
![Summer Ideas For Kids [Video]](https://financialdesignstudio.com/wp-content/uploads/2021/06/Video-End-Slate-Template-9-589x328.png)
Summer Ideas For Kids [Video]
School’s out so what’s a kid to do? We want to help give you some different things to think about and include some summer ideas for kids.
Investing vs. Speculating… Are You Feeling Lucky? [Video]
Are you someone who likes to buy a lottery ticket, hoping yours is the winning number? Let’s compare investing vs. speculating.
Market Update May 13, 2022 [Video]
This week the market saw very volatile moves. We cover this in today’s video understand what’s happening so you can be confident and stick with your financial plan.
Higher Interest Rates are Coming
The Federal Reserve has made clear that higher interest rates are coming. How can investors and consumers best prepare for this new regime? We take a detailed look at what the Fed just did, how high interest rates might go, and how this impacts the economy.
Your Beneficiaries Matter: Check Who They Are [Video]
It’s time to do a really quick check of your beneficiaries. This is something that is really easily overlooked. I want to review some of the common accounts where you need to set a beneficiary because this is what states who inherits the funds that are in these accounts.
Incredible Performance Divergences in First Quarter 2022
There have been incredible performance divergences in the first quarter of 2022. Commodities have done great, but stocks and bonds have performed poorly. We review how each asset class has done so far this year and provide our view on how the rest of 2022 may play out.
Investment Impact of Ukraine Invasion
No doubt you’ve been watching the escalating situation with Russia and Ukraine. Here’s two observations for investing in uncertain times.
Consolidating Retirement Accounts [Video]
[Video] Consolidating Retirement Accounts| Do you have accounts with past employers you need to do something with? Should you roll these over?
Don’t Get Surprised By Inflation! [Video]
Inflation is something we watch closely and have written about many other times. The cost of something in the future will likely go up.
