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Mega-Caps Big Stocks Are Driving The Market
Big Stocks Are Driving The Market In August 2018 Apple became the first company in America to be valued at more than $1 trillion. Since then, both Microsoft and Google have joined the ranks of trillion-dollar companies, with Amazon knocking at the door. The rise of the “mega-caps” – as they’re referred to (a…
When Should I Refinance My Mortgage? And Other Mortgage Reminders. [Video]
Getting the right mortgage is one of the bigger financial decisions your family will ever have to make. So if you are thinking about refinancing your mortgage, let me give you a couple tips for what you should be looking for. Shorten The Term Of Your Mortgage The first tip is to look at SHORTENING…
China – U.S. Trade Deal = Stronger Emerging Markets?
Phase 1 of the China-U.S. trade deal is signed this week, easing trade tensions between the two countries. How does this deal impact investment strategy? Since President Trump took office, the U.S. has imposed tariffs and other trade measures against China and other countries. At times, these moves cast a pall over stock markets, leading…
Iran: Geopolitical Risk Creates Market Volatility
On January 3 the U.S. attacked and killed Quasem Soleimani, Major General from Iran that the U.S. accused of plotting terror. This surprising bout of uncertainty caused the stock market to pull back, while the price of oil and gold (a safe haven) rose strongly. The biggest cause of volatility in the stock market is uncertainty….
Top Financial Advice Videos From 2019!
Top 2019 Financial Advice Videos 2019 was quite a big year for us at Financial Design Studio. From the growth of our team to expanding how we serve you, we are always looking for more ways to give you answers to your top finance-related questions. As we look at the past year, here’s the countdown…
Our New Year Plans [Video]
Here for the 2020 New Year, we wanted to share with you a few things we like doing outside of our professional life that we want to get back to doing in this upcoming year. Trevore: For me, I’d really like to get back to woodworking and get back to playing soccer. Robert: For 2020,…
2019 Was a Big Year in the Stock Market – What’s Next for 2020?
Last week we talked about how 2019 was shaping up to be a great year for the stock market, rising about 30% for the year. Not too many people predicted that outcome a year ago! The natural question is: what’s in store for 2020? We don’t know – nobody does. But as I’ve mentioned before…










Coronavirus Impact On The Markets
Coronavirus Impact On The Markets News out of China of a new contagion – the coronavirus – has spooked stock markets across the globe. Investors are clearly concerned that the global economy could experience an unexpected slowdown due to the virus’s spread. First, we need to realize that the human cost of the virus far…