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Ongoing Wealth Management Planners Quarterly Advisor Fourth Quarter 2024

The 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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Financial Advisors on how election cycles impact the market

How do Election Cycles Impact the Market? [Video]

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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Wealth Management Advisors on Stocks and Bonds in 2025

What’s Next for 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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Wealth Management advisors on how to do Holiday Hosting well

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

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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Financial Planners in Chicagoland on how our Chief Financial Officer got into accounting

Meet the Chief Financial Officer [Video]

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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Wealth management financial advisors, sharing Steve's Story

Episode 56: Start with Why: 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 Planners on How to Pay Yourself as a Business Owner

How to Pay Yourself as a Business Owner [Video]

In this video, we explain how to pay yourself as a business owner from distributions, benefits, and deductions, based on legal structure!

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Wealth Management Advisors on how the Presidential Election Impacts Your Money

Episode 55: What the Election Results Mean for Your Finances

In this episode, we talk though what election results mean for your money through historical market trends and potential financial policies.

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Financial planners on how to care for aging parents in the hospital

How to Care for Aging Parents in the Hospital [Video]

In this video, an ICU nurse shares how to care for aging parents while in the hospital and transitioning to the next care facility.

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Wealth management Financial advisors in lake zurich on how to start a business

Episode 54: So, You Want to Start a Business

In this episode, we break down the financial side of how to start a business; from the funding, to distributions, and tax deductions!

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Financial Advisors on How to Lowering Auto Insurance Costs in Chicago

Lowering Your Auto Insurance Costs in 2024 [Video]

In this video, an insurance agent talks about ways to lower your auto insurance costs, especially for parents with youthful drivers!

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Financial Advisors on how to plan for healthcare for aging parents

Episode 53: Healthcare for Aging Parents with Leah McNamara

In this episode, an ICU nurse, shares her story and the options you have for finding the right healthcare for aging parents and your budget.

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