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Friday’s Financial Update 3-31-2017
Written By: Michelle Smalenberger, CFP ® The last week of the 2017 first quarter has felt relatively quiet without large pending votes that may or may not signal expectations going forward. The U.S. stock market indexes posted another positive quarter, which again brings welcome gains to investors’ accounts. We could still see an upcoming…
What’s In Your Toolbox? (Part 2)
The last post in this series entitled “What’s In Your Toolbox,” we looked at the various types of accounts and grouped them into three general categories: Today, let’s focus on the taxable accounts in order to better understand their characteristics and how they can be a great “tool” to have available. In the future, we…
Friday’s Financial Update 3-24-2017
Written By: Michelle Smalenberger, CFP® Did this week remind you of political seasons we have experienced over the past several years? It sure reminds us of times like the initial ACA legislation, Brexit, or more recently the elections. We have been awaiting results of legislation change with the proposed American Health Care Act and the…
Friday’s Financial Update 3-17-2017
Written By: Michelle Smalenberger, CFP ® Happy St. Patrick’s Day everyone! The GREEN we saw in the markets this week seemed mostly attributable to the news on Wednesday from our good luck charm, Janet Yellen! This was the biggest story of the week as the Chair of the Board of Governors of the Federal Reserve…
What’s In Your Toolbox?
Your accounts like tools in a toolbox, each serving a different purpose, allow you to accomplish a variety of goals in the best way possible. When you think about your portfolio, you often immediately remember the underlying investment holdings like stocks, bonds, mutual funds, ETFs, etc. What about you? What comes to mind when the word…
Friday’s Financial Update 3-10-2017
Written By: Michelle Smalenberger, CFP® As we round out another week, we are reminded of the ups and downs that can come with investing. There were some interesting stories this week that brought about daily changes to how stocks performed. This highlighted the importance of having a diversified portfolio that is not based on luck…
Should Financial Lives Be Private?
Written by: Michelle Smalenberger, CFP® There are a few topics in life that are so personal. And we often don’t talk about them with others, out in public and especially with family. These topics include politics, religion and money. Yet, what are we missing out on? What lessons are we not able to teach and…
Growth We Have Longed For
Written by: Michelle Smalenberger, CFP® This week has proven to be another exciting week in the financial markets! As of recently, it seems things have calmed and quieted a bit in the political arena compared to the protesting we grew immune to following the presidential election. After a couple of years of stagnant growth in…
Can I Change My Tax Outcome After Year-End?
Written by: Stephen Smalenberger, EA It’s that time of year again that is affectionately referred to as “Tax Season.” You may be scheduling a time with your CPA or firing up a tax software on your computer. This may lead you to question what results you’ll find when the return is complete. Will you have…
A New Chapter!
Welcome to the Financial Design Studio! Thank you for taking the time to check out our website. This is a new chapter in our lives that we have always dreamed about. We are happy to now share years of our thoughts that we have set into motion over the past few weeks. We promise that…
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