Weekly Financial Market Updates
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.
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.
Understanding Stock Market & Economic Cycles
Do you remember what an economic cycle looks like? In this week’s post we help you understand stock market & economic cycles and what they mean for investors.
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.
FDS’s Top Posts of 2022
It’s the end of the year, and we’ve created a lot of financial content. We wanted to share with you our 2022 round up of top posts!
Donating Appreciated Stock: Save On Taxes & Help Those In Need
Have a company stock that’s increasing in value? Learn how donating appreciated stock can help those in need AND decrease your taxes due. It’s a great year-end planning strategy for corporate executives who have a lot of company stock.
