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 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.
Episode 42: Start with Why: Trevore’s Story
In this episode, we interview the COO of FDS. We explore Trevore’s story, what he cares about, and how he stays balanced.
How to Set Financial Goals (According to a Coach) [Video]
Many aren’t sure how to set financial goals. In this video, ICF coach Sarah Fincher shares how she works with her clients on their goals.
Episode 41: How to Set Goals (You’re Already Succeeding)
Doing the “right things” isn’t always enough. In this episode we talk about how defining what you want matters for how to set goals.
Target Date Funds Explained! [Video]
In this video, target date funds are explained, we share the pros and cons of using this strategy, and how age based funds work.
Episode 40: Target Date Funds: Are They the Right Choice?
In this episode, we explain what these are, their pros and cons, and when the might be an important piece of your strategy.
Why We Invest In Stocks, Bonds, and Cash [Video]
In this video we break down why our investment management focuses on asset allocations of stocks, bonds, and cash.
The Quarterly Advisor: Second Quarter 2024
The Quarterly Advisor: Second Quarter 2024 | Federal Budgets and Fiscal Dominance | 2023 Tax Season Recap | Meet our COO