In This Issue: Fourth Quarter 2022
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, Fourth Quarter, 2022 Edition!
Investing in the 1970s
Inflation and higher interest rates are here. It’s been decades since investors have had to navigate these two headwinds. To invest successfully in the next decade, we think investors need to familiarize themselves with what investing in the 1970s was like. What worked? What didn’t?
12 Tax Things to do Before 12/31
As we approach the end of the year what should you be thinking about? This is the second most common time people start to think about their finances.It could also be that the year is mostly behind you so now you know what total income and deductible items are. Here is a helpful list to guide you through year-end, tax efficiently.
We Started A Podcast!
You can listen to our podcast Behind the Designs on your favorite streaming platform. In our first podcast episode, Designed for Life, hear our story, from what we love about our job to how we started Financial Design Studio!
The Quarterly Advisor: Fourth Quarter 2022 Newsletter
Or click here to read the full newsletter.
Ready to take the next step?
Schedule a quick call with our financial advisors.
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.