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Posts by Financial Design Studio, Inc.

The Quarterly Advisor: Fourth Quarter 2024

By Financial Design Studio, Inc. | January 6, 2025
Ongoing Wealth Management Planners Quarterly Advisor Fourth Quarter 2024

The Quarterly Advisor: Fourth Quarter 2024 | Stocks and Bonds in 2025 | Meet Steve, Chief Financial Officer at FDS!

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How do Election Cycles Impact the Market? [Video]

By Financial Design Studio, Inc. | December 20, 2024
Financial Advisors on how election cycles impact the market

In this video, we talk the history of election cycles, and the domestic and global markets reactions to the 2024 election.

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What’s Next for Stocks and Bonds in 2025?

By Financial Design Studio, Inc. | December 16, 2024
Wealth Management Advisors on Stocks and Bonds in 2025

2024 was a great year for stock investors. But there is a growing chorus of investors who think the rally has gone too far. With two strong years in a row for stocks, investors are asking What’s In Store for Stocks and Bonds in 2025?

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Episode 57: The Secret to Holiday Hosting with Chris and Kathy

By Financial Design Studio, Inc. | December 11, 2024
Wealth Management advisors on how to do Holiday Hosting well

In this episode, Chris and Kathy share how they do holiday hosting, as well as a few stories and lessons learned from across the years.

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Meet the Chief Financial Officer [Video]

By Financial Design Studio, Inc. | December 6, 2024
Financial Planners in Chicagoland on how our Chief Financial Officer got into accounting

In this video, we dive into how our Chief Financial Officer found his professional in accounting and why he loves what he does.

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Episode 56: Start with Why: Steve’s Story

By Financial Design Studio, Inc. | November 27, 2024
Wealth management financial advisors, sharing Steve's Story

In this episode, we interview Steve, our tax specialist, about caddying, starting his own company, and training new accountants.

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Financial Design Studio, Inc. (“FDS”) is a registered investment advisor registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FDS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.