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!
Getting a Mortgage as a First Time Homebuyer [Video]
In this video, Tom Cramer, breaks down what you need to know about interest rates, and forgivable loans and grants, and more!
Episode 52: How to Lower Your High Insurance Costs, with Ryan Delp
In this episode, we talk about why insurance is so expensive and ways you can look to lower your own high insurance costs.
The Quarterly Advisor: Third Quarter 2024
The Quarterly Advisor: Third Quarter 2024 | Will Political Instability Affect the Markets? | Meet the CIO of FDS!
Episode 51: What Can I Do With My Mortgage with Tom Cramer
In this episode, Tom Cramer, mortgage officer, explains what currently influences the lending industry and what you can do with your mortgage
Strategies to Lower Your Estate Taxes [Video]
In this video, we discuss different strategies to lower your estate taxes and utilize estate documents for all kinds of assets.
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!
