The Quarterly Advisor: First Quarter 2024

by Financial Design Studio, Inc. / March 6, 2024

In This Issue: First Quarter 2023

Each quarter we cover Financial Planning & Investing topics that apply to you.  We cover a variety of topics and point out timely information. See what’s in the Quarterly Advisor, First Quarter, 2024 Edition!

Meet the CEO

Michelle Smalenberger may be our CEO, but she’s still a regular person with a story. Meet our CEO and learn more about who she is and her journey from accounting paperwork to starting her own company.

Navigating Economic Paradoxes

Stock markets and the economy face high levels of uncertainty in 2024. Many economic indicators seem to contradict each other, such as strong economic data just as markets price in aggressive policy easing by the Federal Reserve. We review the key indicators we’re watching closely to help us navigate these economic paradoxes.

The College Funding Challenge

There have been some major changes when it comes to college funding. So in this episode we discuss what parents and grandparents need to know about the total cost, to reducing that cost with the updated FAFSA, and how to save up with the 529 college savings plans.

The Quarterly Advisor: First Quarter 2024 Newsletter

Financial Planning & Investing, Fee-only financial advisor, chicago, barrington

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

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The Quarterly Advisor: Fourth Quarter 2023

The Quarterly Advisor: Fourth Quarter 2023 | Does Investment Diversification Matter Anymore? | About Recent Podcast Episodes

Financial Design Studio, Inc.

We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.