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!
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.
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.
