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Volatility Ahead In Tax Reform

Financial Design Studio Volatility Ahead

Volatility Ahead In Tax Reform Remember this post from back in July?  “Caution: Speed Bumps Ahead”  The items mentioned in that post just months ago sure seem familiar today. This is a fair look at how the cycle of politics is ever-spinning and the effect it can have on the market. In July, the political…

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[Video] What Needs To Happen Before 12/31

Financial Design Studio Video before 12-31

What Needs To Happen Before 12/31 As we approach the end of the year what things do we need to be thinking about?  What HAS to happen before 12/31?  We’ve created a list of these items that you can download at our website, but right now we are going to talk through each of these…

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What A Difference A Day Makes

Financial Design Studio Powell

What A Difference A Day Makes This last week brought many news headlines.  One day in particular, Thursday, Nov. 3rd, brought many of those headlines.  Let’s look into these stories to understand how our portfolios will be affected. Fed Governor Jerome Powell nominated as Federal Reserve Chair Mr. Powell is expected to largely follow in…

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[Video] Complete Your RMD’s

RMD Complete Website Cover

What are RMD’s and how can you make sure they are complete? Another item on your year-end checklist is making sure that your required minimum distributions are completed.  There can be a variety of different types of accounts that this affects so we really want to make sure that we don’t forget about something.  This…

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