The Quarterly Advisor: Fourth Quarter 2024

by Financial Design Studio, Inc. / January 6, 2025
Ongoing Wealth Management Planners Quarterly Advisor Fourth Quarter 2024

In This Issue: Fourth Quarter 2024

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, 2024 Edition!

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?”

Meet the Chief Financial Officer

In this video, we dive into how our Chief Financial Officer found his professional in accounting and why he loves what he does.

The Quarterly Advisor: Third Quarter 2024 Newsletter

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

Or click here to read the full newsletter.

Ready to take the next step?

Schedule a quick call with our financial advisors.