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!
Do I Own Too Much Company Stock?
Do I own too much company stock? Corporate executives have lots of opportunities to accumulate stock in their company. Stock-based compensation and employee share purchase plans are some of the ways an executive can build wealth in their employer. But how much company stock is too much? This post helps you assess exactly how much of your investments are tied to your employer, and looks at ways you can diversify your investments if you own too much company stock.
Episode 60: The True Cost of Healthy Living with Rachel Staycheff-Hamm
In this episode, Rachel Staycheff-Hamm shares how a diagnosis changed her view on the cost of healthy living, and how it shaped her lifestyle
Episode 59: The Anti-Consumerist Manifesto
In this episode, Anna Lewis breaks down the dangers of consumerism, and how the anti-consumerist challenges this worldview.
Episode 58: How to Get Involved and Make a Difference with Marsha McClary
In this episode, Marsha McClary shares how to get involved, from local town politics to non-profits, like Feed My Starving Children.
The Quarterly Advisor: Fourth Quarter 2024
The Quarterly Advisor: Fourth Quarter 2024 | Stocks and Bonds in 2025 | Meet Steve, Chief Financial Officer at FDS!
How do Election Cycles Impact the Market? [Video]
In this video, we talk the history of election cycles, and the domestic and global markets reactions to the 2024 election.
What’s Next for Stocks and Bonds in 2025?
2024 was a great year for stock investors. But there is a growing chorus of investors who think the rally has gone too far. With two strong years in a row for stocks, investors are asking What’s In Store for Stocks and Bonds in 2025?
Episode 57: The Secret to Holiday Hosting with Chris and Kathy
In this episode, Chris and Kathy share how they do holiday hosting, as well as a few stories and lessons learned from across the years.
Meet the Chief Financial Officer [Video]
In this video, we dive into how our Chief Financial Officer found his professional in accounting and why he loves what he does.
Episode 56: Start with Why: Steve’s Story
In this episode, we interview Steve, our tax specialist, about caddying, starting his own company, and training new accountants.
How to Pay Yourself as a Business Owner [Video]
In this video, we explain how to pay yourself as a business owner from distributions, benefits, and deductions, based on legal structure!
Episode 55: What the Election Results Mean for Your Finances
In this episode, we talk though what election results mean for your money through historical market trends and potential financial policies.
