FDS Market Commentary
The Quarterly Advisor: First Quarter 2023
The Quarterly Advisor: First Quarter 2023 | Will 2023 Be Better for Investors? | Updated Contribution Limits | And More!
Social Security Income for Cost of Living Increase [Video]
Will your social security income cover your expenses? In this video, we will cover the what you need to know about the cost of living increase!
2022 Was Tough, Will 2023 Be Better for Investors?
Will 2023 be better for investors? They just suffered one of the worst investment years ever in 2022. There are reasons for hope in certain parts of the stock and bond market. We give our thoughts on the chances of a recession and path of interest rates in this opening post of 2023.
The Quarterly Advisor: Fourth Quarter 2022
The Quarterly Advisor: Fourth Quarter 2022 | Investing in the 1970s | 12 Tax Things for 12/31 | We Started A Podcast | And More!
Investing in the 1970s
Inflation and higher interest rates are here. It’s been decades since investors have had to navigate these two headwinds. To invest successfully in the next decade, we think investors need to familiarize themselves with what investing in the 1970s was like. What worked? What didn’t?
FDS Comment on Silicon Valley Bank Failure
The Silicon Valley Bank failure is all over the news. In this article, Rob shares what we see as advisors and how we are protecting clients.