The Quarterly Advisor: Fourth Quarter 2022

by Financial Design Studio, Inc. / November 30, 2022

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?

Investing in the 1970s

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.

12 Tax Things to do Before 12/31 [Video]

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!