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Posts by Financial Design Studio, Inc.

The Quarterly Advisor: Second Quarter 2024

By Financial Design Studio, Inc. | June 3, 2024
Wealth Management Financial Advisors Second Quarter 2024 Newsletter

The Quarterly Advisor: Second Quarter 2024 | Federal Budgets and Fiscal Dominance | 2023 Tax Season Recap | Meet our COO

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Episode 44: Should I Rent or Buy (or Build)?

By Financial Design Studio, Inc. | May 31, 2024
Wealth Management Financial Advisors in Chicago on Should You Rent or Buy or Build

In this episode, Rob explains the 2024 housing market, his own choices to rent or buy, and things to consider about building.

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Strategies for Tax Returns [Video]

By Financial Design Studio, Inc. | May 31, 2024
Wealth Management Financial Advisors in deer park on strategies for tax returns

In this video we share often missed strategies for tax returns, from child education credits, to trust rules, and safe harbors.

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Episode 43: 2023 Tax Review & 2024 Tax Planning

By Financial Design Studio, Inc. | May 13, 2024
Wealth Management Financial Advisor on 2023 Tax Review and 2024 Tax Planning

We review the 2023 tax season, and what to know for 2024 tax planning. We cover IRA contributions, tax credits, and more!

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Meet the COO of Financial Design Studio [Video]

By Financial Design Studio, Inc. | May 8, 2024
Wealth Management Financial Advisors in Chicago Illinois - Meet the COO

Meet the COO of our business! In this video, Trevore shares how he came to Chicago, why he started his own firm, and how he cares for people.

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Episode 42: Start with Why: Trevore’s Story

By Financial Design Studio, Inc. | May 1, 2024
Wealth Management Financial Advisors in Chicago About the COO Trevore's Story

In this episode, we interview the COO of FDS. We explore Trevore’s story, what he cares about, and how he stays balanced.

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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.