• Heather Locus contributed to the article Common Divorce Questions Q&A in Divorce Magazine - Winter/Spring 2014
  • Mark Balasa quoted in “When Bond Funds Think Outside the Box”, The New York Times – April 4
  • Heather Locus promotes event in “Special Shopping for Spring at North Shore Exchange, Art Wear Unlimited”, Glencoe News Sun Times – April 9
  • Phil Ridolphi is quoted in “The Rise of the Robo Advisors”, Financial Advisor – April 1
  • Mike Foltz is quoted in “Tax Strategy Shifts from Gifting to Inheritance”, Wall Street Journal – March 26
  • Chad Carlson is quoted in “Advisers Ratchet Up Scrutiny of Pimco”, Investment News – March 21
  • Mark Balasa is quoted in “Surprised By Your 2013 Tax Bill? You’re Not Alone”, NASDAQ.com – March 15
  • Chad Carlson is quoted in “Advisers Warn Against 401(k) Loans”, The Wall Street Journal – March 3
  • Armond Dinverno is quoted in “Advisers eyeing Pimco carefully in wake of upheaval”, Investment News – February 28
  • Chad Carlson is quoted in “Pimco’s Gross Defends Competitive Culture”, The Wall Street Journal” - February 27
  • Mark Balasa is quoted in “Schwab Announces Roll Out of Schwab Open View Mobile”, Charles Schwab Online Newsroom - February 24
  • Mike Foltz wrote the article “One Tax System? How about Four!” for Boomeon.com – February 14
  • Armond Dinverno participated on a panel for a Financial Planning Editorial Insights webinar:  Best Practices and Strategies for Growth from Top RIA’s – February 12
  • Armond Dinverno and Balasa Dinverno Foltz LLC are featured in “Happy Employees Are Vital To Success“, Investment News - February 9

  • Nick Cosky is quoted in “Treasure Assets“, Heritage Magazine for the Intelligent Collector - Winter 2013/2014

  • Armond Dinverno sat on the panel for the Ensemble Ownership Institute in La Jolla, CA – February 5-7
  • Chad Carlson attended the PIMCO Institute for Wealth Managers – February 5-7
  • Julie  Bucaro and Jen Lake attended the TD Ameritrade 2014 National Conference – January 29-31
  • Mark Balasa is quoted in “4 Reasons Bank-Loan Funds are Risky“, Fox Business – January 9
  • Chad Carlson is quoted in “Great year for bread and butter strategies on Wall Street”, UPI.com - December 31
  • Chad Carlson is quoted in “Winners of 2013: Boring Investors”, The Wall Street Journal - December 30
  • Chad Carlson is quoted in “In Retirement, Playing Stock More Aggressively“, The Wall Street Journal - December 26
  • Susan Korin participated as a speaker in TDA’s webcast “Sourcing & Onboarding Your Breakout Growth Hire” – December 19
  • Mark Balasa is featured in “Selling Sky-High Securities: 3 Year-End Tax Tips“, www.blackrockblog.com - December 17 
  • Mike Foltz is featured in “Pay Attention to State Estate Taxes”, The Wall Street Journal - December 15 
  • Heather Locus is quoted in “Time to Hire a Professional Manager?“, Financial Planning.com – December 2
  • Jim King and Jen Lake presented “Year End Tax Planning” at Charles Schwab in Geneva, IL – November 7
  • Mark Balasa participated as a panelist on “A New Age of Wealth Management” at a Dow Jones exclusive roundtable discussion – November 7
  • Armond Dinverno represented BDF at The Western Golf Association’s third annual Green Coat Gala to benefit the Evans Scholars Foundation at The Peninsula Chicago – November 6
  • Mike Foltz and Jim King presented “Financial Planning for Business Owners” to the Exit Planning Institute – November 5
  • Mike Foltz attended the Illinois State Bar Association’s Business Advice and Financial Planning Committee meeting – October 25
  • Armond Dinverno attended the Notre Dame Tax & Estate Planning Institute – October 17-18
  • Heather Locus participated in the Women Advisors Panel, “Path to Equity”, at the NAPFA National Conference in Philadelphia – October 9
  • Mark Balasa is quoted in “Active ETF’s Still Trying to Make Waves“, The New York Times, - October 5
  • Gary Pattengale is quoted in “How You Can Improve Your Company’s 401(k) Plan”, The Wall Street Journal – October 5
  • Heather Locus was featured in the Divorce Magazine article “Critical Tax Information to Consider Before Agreeing to Your Divorce Settlement” – October 2013
  • Chad Carlson attended Morningstar’s ETF Conference – October 3-4
  • Chad Carlson attended iShares Fall Macro Forum in Chicago – October 2
  • Chad Carlson attended State Street SPDR ETF RIA Partner Symposium in Boston – September 30
  • Mike is featured in “Voices: Michael Foltz, on Planning for State Estate Taxes”, The Wall Street Journal – October 2
  • Armond Dinverno sat on the panel “Top Adviser Case Study” at the Investment News 2013 Best Practices Workshop – September 25
  • BDF was awarded 2013 Best Practices by Investment News – September 25
  • Heather Locus and Mike Foltz presented “Top Obamacare and Tax Strategies for Business Owners in 2013″ at the Chicago Agricultural Summit – September 24
  • Mark Balasa is quoted in “Inflation Protection for Your PortfolioThe Wall Street Journal”  - September 19
  • Matt Mikula was featured in the atDivorce.com article “Case Study: Financial Decision Making During a Divorce” – September 16
  • Matt Mikula is featured in the Divorce Magazine.com Financial Planning article “The Unlucky Housekeeper” – September 2013
  • Chad Carlson is quoted in “Beyond the benchmark: How advisors discuss performance“, Vanguard ETF Perspectives - Fall 2013
  • Mike Foltz is quoted in “Estate Planners Turn Focus to Income Tax“, The Wall Street Journal – September 7
  • Chad Carlson is quoted in “The Seven Deadly Sins of Investing”, The Wall Street Journal - August 31
  • BDF wins Investment News 2013 Best Practices Award
  • Heather Locus is featured in “True Grit”, InvestmentNews - July 28
  • Mark Balasa is featured in Morningstar.com video “Psychological Road Blocks to Retirement Income” – July 24
  • Heather Locus is featured in “Voices: Heather L. Locus, on Financially Responsible Children”, The Wall Street Journal Wealth Management Journal - July 23
  • Mark Balasa is featured in Morningstar.com video “Avoiding Today’s Lurking Behavioral Land Mines” – July 22
  • Chad Carlson is quoted in “Safer Short-Term Bond Funds See Outflows”, Weekend Investor The Wall Street Journal - July 5
  • Chad Carlson is quoted  in “Short-Term Bond Funds Not Immune to Selloff”, Wealth Management The Wall Street Journal - July 3
  • Chad Carlson is quoted in “At Midyear, Market Is More Jittery, Less Optimistic“, The Wall Street Journal – June 29
  • Mike Foltz attened the Illinois State Bar Association conference June 21.
  • Armond Dinverno attended Schwab EXPLORE 2013 in Arizona – June 19-21.
  • Chad Carlson attended the iRebal 7th Annual Users Conference June 18-19.
  • Heather Locus presented “Human Capital Management” at the TD Ameritrade 2013 Elite Summit in Palm Beach, FL – June 11-13.
  • Chad Carlson attended “Unconstrained Investing in a Post Style Box World” at JP Morgan – June 6
  • Julie Bucaro co-presented “Helping Aging Loved Ones Get Their Financial and Legal House in Order” with Arnstein & Lehr LLP in Chicago – May 23.
  • Heather Locus presented “Raising Financially Intelligent Children” at Charles Schwab – May 22
  • Chad Carlson attended the Dimensional Global Conference – May 21-23.
  • Mike Foltz is quoted in “Focus Shifts to State Estate-Tax Planning“, The Wall Street Journal - May 16.
  • Mark Balasa and Chad Carlson attended the Vanguard Investment Forum – May 15.
  •  Heather Locus is featured in “Prenups May Not Be Romantic, But Smart Biz Owners Embrace Them”, Crain’s Chicago Business - May 13
  • Stephen Kawasaki, Casey Shaw and Matt Haas attended the DFA Conference in Chicago – May 9-10.
  • Nick Cosky and Gary Pattengale attended the NAPFA National Conference in Las Vegas, NV – May 7-10.
  • Heather Locus presented “Couples and Money: Understanding and Overcoming Money Issues” at Allstate – May 9.
  • Heather Locus,  Julie Bucaro and Jen Lake presented “Financial Tips for Successful Women in Uncertain Times” on May 9th, 15th and 22nd at Charles Schwab.
  • Mike Foltz was appointed to serve as a member on the 2013-2014 Illinois State Bar Association’s Business Advice and Financial Planning Section Council.
  • Gary Pattengale presented “Making Ends Meet on a Tight Budget” at Allstate – May 7.
  • John Smith was quoted in “A Strategy for Business Owners to Avoid Investment Tax” in The Wall Street Journal - May 6
  • Nick Cosky and Matt Mikula presented “Dollars and Divorce: Navigating Through the Financial Uncertainties” at the Mediation Council of Illinois Conference held at Harper College – May 3.
  • Heather Locus attended the “Institute for Divorce Financial Analyst™ Conference” held in San Diego April 17-19.
  • Mark Balasa was quoted in “Some Clients Question Market as Volatility Returns“, in The Wall Street Journal – April 19.
  • Mark Balasa was quoted in “Goldenfreude: Skeptical Advisers Can’t Help Gloating” in Bloomberg.com – April 17. 
  • Armond Dinverno was featured in “Armond Dinverno builds a winning team” in InvestmentNews – April 17.
  • Watch our latest video, “Momentum.” This video features Mark Balasa, Chief Investment Officer & Founder, and Toby Moskowitz, Fama Family Professor of Finance (University of Chicago Booth School of Business) – April 12.
  • Matt Haas attended the “Clean Energy Challenge” hosted by the Clean Energy Trust – April 4.
  • Heather Locus testified at the House Judiciary Committee Hearing regarding Illinois House Bill 1029 legislation, the Uniform Collaborative Law Act – April 1.
  • Chad Carlson was featured in “Why Emerging Markets? Growth, Demographics and Yield” in AdvisorOne – March 19.
  • Armond Dinverno spoke on the panel for “The CFP’s Role in the Estate Planning Process” hosted by the NAPFA Midwest Estate Planning Symposium – March 14.
  • Heather Locus was quoted in “2013 Business Solutions Conference” on RIABiz.com – March 11.
  • Heather Locus participated in the “Breakout Growth Advisor Panel” at the FPA Conference – March 9.
  • Chad Carlson presented “Emerging Markets vs. Frontier: Where is the Growth Opportunity?” at the Inside ETFs conference – February 10-12.
  • Chad Carlson was quoted in “The 7 Financial Papers to Stash in Your Hurricane Survival Kit” in the Business Insider – October 29.
  • Mark Balasa attended PIMCO’s “Institute for Wealth Managers 2013″ – January 28-30.
  • Tom Collar and Heather Locus attended the 2013 AAML “Financial and Tax Issues in Divorce Conference”– January 21.
  • Mike Foltz attended the University of Miami’s “Heckerling Estate Planning Conference” – January 14-18.
  • Chad Carlson was featured in “Why I Own: VBK” in the ETF ReportJanuary 4.
  • BDF was featured in Crain’s Executive Guide: Wealth Management.
  • BDF was named one of the “Top 50 RIAs” by Financial Planning magazine.
  • BDF was named one of the 2013 “Best Places to Work in Illinois” by The Daily Herald Business Ledger.
  • Follow Chief Investment Officer, Mark Balasa, on Inc.com. 

For more, see “News & Insights”

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BDF is featured in the April 14, 2014 issue of  The Wall Street Journal ”Ten Five Star Wealth Managers You Need to Know”  and in the November 2013 issue of Chicago magazine, “2013 Five Star Wealth Managers.”





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