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!
Schedule your tax return [Video]
[Video] Schedule Your Tax Return| Have you ever thought to schedule your tax return? Let me explain what I am talking about and the advantages to this.
December 2020 Financial Planning & Investment Newsletter
Financial Planning & Investing December 2020 Newsletter: Financial Planning & Investing, Recapping 2020 Returns | 2020 Charitable Giving Strategy , Self-Directed 401k, Fee-Only Financial Advisor, Chicago, Barrington
Target Date Funds: Pros & Cons [Video]
[Video]Target Date Funds: Pros & Cons| Target date funds are a popular way to invest money these days. There are pros and cons you should know. We discuss these here!
Recapping 2020 Investment Returns and Looking Forward to 2021
While it’s always important to stay focused on what’s ahead, there’s value in recapping 2020 returns for investors before looking forward to 2021.
Charitable Giving Reminders For 2020 [Video]
Is charitable giving one of the things still on your to-do list? And you can make a bigger impact with these final reminders.
A 2020 Charitable Giving Strategy You Don’t Want to Miss!
It’s a good time to remind ourselves the government created a $300 charitable giving benefit for 2020 that’s available to ALL taxpayers.
What is a Self-Directed 401(k)? [Video]
[Video]Investing-What is a Self-Directed 401(k)?| If you have a 401(k) through your employer you know that very commonly we have different investment choices. You may also have something called a self-directed 401(k).
Rebound in Small Cap Stocks
Why are small cap stocks performing better vs. large cap stocks since the 2020 election? | Financial Design Studio, Inc.
November 2020 Financial Planning & Investment Newsletter
Financial Planning & Investing November 2020 Newsletter: More of the Same| Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
More of the Same
Election 2020 has delivered a divided government. Now it’s time to turn our attention towards the future and look at what this means for the economy and the stock market. | Financial Design Studio, Inc.
Teamwork Makes Dreams Work [Video]
[Video]Teamwork Makes Dreams Work|This year it has been really easy to feel isolated or apart from others and we are especially reminded how important teamwork is. We would like to team with you and our community to make others’ dreams possible!
Mortgage Rates at All Time Low – But for How Long?
One of the major surprises during 2020 has been the resiliency of the housing market and mortgage refinancing. Despite the pandemic and the surge in unemployment that came with it, the housing market is as hot as it has been since 2005-2006. | Financial Design Studio, Inc.
