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!
Episode 50: Changes to Estate Tax Exemptions with Heather Walser
In this episode, Heather Walser shares the changes coming to estate tax exemptions and how people can prepare their estates.
Getting the Right Life Insurance Coverage [Video]
Watch this video to learn more about the ways you can use your life insurance coverage, no matter what life stage you are in.
Episode 49: Making the Most of Your Life Insurance Policies
In this episode, we break down life insurance policies, how to use old policies, how to get the right coverage, and more!
Understanding Personal Cash Flow [Video]
In this video, we explain what a personal cash flow is and the tools you can use to begin to take control of it.
How will Political Instability Affect the Markets?
Political instability in the U.S. is the highest since the 1960s. This can be unsettling to investors and lead to investment mistakes based on one’s view of how the political winds are blowing. We believe investors need to separate politics from investing, and look at the example of 1968 when assessing whether political instability affects markets.
Episode 48: Where Does Your Money Go?
In this episode we help you figure that out. By understanding your personal cash flow, you analyze how you spend and plan for bigger goals.
Meet the Chief Investment Officer [Video]
Hear our Chief Investment Officer, Rob, share how sitcoms and meteorology led him to investment management, and later FDS!
Episode 47: Start with Why: Rob’s Story
In this episode, we interview the CIO of FDS! We share key moments from Rob’s story that helped shape who he is and how he views the world.
Here’s What to Do When You Inherit Money [Video]
In this video we break down who you should talk to, what really matters, and then the factors to look at about your inherited money.
Episode 46: How to Steward Your Inheritance Well
In this episode, discuss how steward your inheritance well, how to do process the emotions, and decide how to use that money.
Inheritance Taxes for Beneficiaries
In this video, we walk explain inheritances taxes for beneficiaries, like inheriting an IRA and how to think about trust taxes.
Episode 45: Understanding the Inheritance Process
In this episode, we discuss the roles involved in each stage of the inheritance process, and how to use them to build relationships.
