A lot happened in 2022. A lot happened in our firm this year too! Our team grew to seven people and we started a podcast, among other things. Here’s our 2022 round up of the highlights.
As advisors, we believe that part of our job is to teach people about finances. We want to help people make educated choices with their finances. So, we wanted to look back at everything we have created this year and share with you our top posts of 2022, in case you missed something!
Top Posts on the Blog
Do you remember what an economic cycle looks like? In this week’s post we help you understand stock market & economic cycles and what they mean for investors.
Is the classic 60/40 portfolio for retirees dead? Many commentators believe so. We’re not convinced the 60/40 portfolio is dead, but discuss why people are saying this and what we recommend to current retirees. We do believe the way you need to invest is changing given the market outlook we expect ahead.
Inflation is on fire with prices going up everywhere. Is there any relief from inflation on the horizon? In this month’s newsletter we look ahead to the rest of 2022 and speculate that we may have a brief respite from inflation.
What else can you save for retirement? If you’ve already tried the backdoor strategy, its time to do the MEGA backdoor Roth IRA strategy!
High-Income Earners 401(k) Mistake. We all know that each year in our 401(k) we have a maximum amount we can save. But what if you earn too much to contribute your full amount? Be sure and know the options you have before missing out on these savings.
Questions on restricted stock units? We are going to explore what RSUs are, how the grants are vested, how they are taxed, and more!
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!
This episode of the Behind the Designs podcast explores how financial advisors respond when asked awkward finance questions at the holidays.
This episode of the Behind the Designs focuses on how to build wealth. We discuss different income levels, calculating net worth, and more!
Looking to the New Year
We hope our top posts of 2022 was a fun recap of this year. As we head into the new year, we are looking for new topics and events to keep you updated on. If you want to stay on top of our updates, sign up for our newsletter!
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In this episode, we interview Anna Lewis as she shares the opportunities her parents gave her and how they shaped who she became.
In this episode, Stephanie Geisler, LPC, talks with us about how different life events and transitions will shape our emotions and finances.
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.