DS Financial Strategies

When Did You Last Review Your Fees? Expense ratios have dropped a lot since 2005.

The Deed Trap Nobody Talks About Adding a child to the deed? Read this.

Estate Planning is Not a Document It's a system that needs to connect.

Markets remain resilient as investors view the Iran war as temporary, while corporate earnings and the AI investment cycle continue supporting long-term growth.

Watch AssetMark CIO Christian Chan discuss why staying disciplined through geopolitical uncertainty still matters.

2-Minute CIO Update: War Vs. Markets (May 2026) Vidyard video

Who is on Your Beneficiary Form? A forgotten form can override your will.

Why Time Matters More Than Timing See what a century of investing history shows.

The Comfort Trap Many Investors Fall Into History shows why comfort can come at a cost.

The Hidden Risk of Playing It Too Safe See what a century of history says about cash.

What a Century of Investing History Shows A simple lesson about time and discipline.