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 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.
Should You Buy or Rent a Home? [Video]
In this video we breakdown the advantages and hidden when you buy or rent a home, and even if you should consider building instead!
The Quarterly Advisor: Second Quarter 2024
The Quarterly Advisor: Second Quarter 2024 | Federal Budgets and Fiscal Dominance | 2023 Tax Season Recap | Meet our COO
Episode 44: Should I Rent or Buy (or Build)?
In this episode, Rob explains the 2024 housing market, his own choices to rent or buy, and things to consider about building.
Strategies for Tax Returns [Video]
In this video we share often missed strategies for tax returns, from child education credits, to trust rules, and safe harbors.
The Federal Budget Deficit and Fiscal Dominance
Raging fiscal deficits are back in the news ahead of the 2024 election, with talk of fiscal dominance. How does this impact investors?
Episode 43: 2023 Tax Review & 2024 Tax Planning
We review the 2023 tax season, and what to know for 2024 tax planning. We cover IRA contributions, tax credits, and more!
Meet the COO of Financial Design Studio [Video]
Meet the COO of our business! In this video, Trevore shares how he came to Chicago, why he started his own firm, and how he cares for people.
