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Notable Recognition

  • Nick Dalgety was named to The Scenemakers Board at the Goodman Theatre.
  • Chuck Neff was quoted in “How to Make Last Minute, Money Saving Tax Moves” in cnbc.com - December 5.
  • Mark Balasa explained “How to Think About a Risky Economy” in inc.com - November 22.
  • Mark Balasa was named on of the “2011 Best Financial Advisers for Doctors” in Medical Economics – November 10.
  • Mike Foltz and Jim King presented on “The Key Components of a Successful Wealth Management Plan for Business Owners” at the Exit Planning Institute – November 10.
  • Mark Balasa was quoted in “Tax Loss Harvesting Q&A Part 2: Don’t Forget Fixed Income” in ETFDailyNews.com – November 9.
  • Eight BDF team members attended Schwab IMPACT in San Francisco – November 1-4.
  • Heather Locus was quoted in “Forget Their Reputation; Rich Women are More Fearless Investors Than Supposed” in RIAbiz.com – November 1.
  • Mark Balasa was quoted in “Lending Drought Strands Advisory Clients” in Investment News – October 31.
  • Heather Locus was quoted in “Bernie Clark and Tony Blair Draw Big Crowds – But No Protestors – at Impact” in RIAbiz.com – October 31.
  • Mark Balasa was quoted in “Federal Refi Program Won’t Mean Beans to Many Homeowners” in Investment News – October 24.
  • Heather Locus attended the 6th Annual Fall Program for The American Academy of Matrimonial Lawyers – October 9.
  • Armond A. Dinverno was quoted in “Firms Seeking Recruits Offer a Pathway to Partnership” in Investment News – October 10.
  • Mark Balasa was quoted in “Tax Q&A: When it’s Good to be a Loser” in seekingalpha.com – October 13.
  • Mark Balasa was quoted in “Money-Smarter: Families Improving Financial Habits in Order to Get Through Hard Times” in greenfieldreporter.com – October 13.
  • BDF congratulates Nick Dalgety for passing the CFP exam.
  • Armond A. Dinverno was featured in “When Choosing Roles, Play to the Strengths of the Execs” in Investment News – September 18.
  • BDF welcomes new team member Justin Peacock.
  • Chad Carlson and John Smith attended the FPA Experience Conference in San Diego – September 15-17.
  • BDF welcomes new team members Susan Korin, Matt Haas, and Neil Teubel.
  • John Smith became a member of the President’s Leadership Council of The Field Museum.
  • BDF was named in “The Top 100 Wealth Managers for 2011” by AdvisorOne – August.
  • Mark Balasa represented BDF as one of five firms invited by iShares to preview potential new products at their headquarters in San Francisco – July 26-28.
  • BDF was named one of the largest RIAs in the country by Financial Advisor magazine – July.
  • BDF welcomes new team members Nick Dalgety and Gary Pattengale.
  • Mark Balasa was quoted in “About the Future of Those Social Security Benefits” in InsuranceNewsNet.com – July 14.
  • BDF welcomes new team member Casey Shaw.
  • BDF congratulates team member Julie Bucaro for passing the CTFA (Certified Trust and Financial Advisor).
  • Chad Carlson attended “AQR University” at Stanford University – June 27-29.
  • Armond A. Dinverno attended Schwab EXPLORE 2011 in Colorado – June 22-24.
  • Heather Locus participated in “Rainmaker Secrets – Techniques That Bring in Business” a panel discussion at the Women Advisor Forum – June 20.
  • Chad Carlson attended the 2011 iRebal Users Meeting in Chicago – June 22.
  • Mark Balasa participated in a Morningstar broadcast “Portfolio Planning in Retirement: Opportunities and Challenges Today” that won a 2011 Bronze Telly Award.
  • Nick Cosky attended the 2011 Morningstar Investment Conference in Chicago – June 8-10.
  • Jim King attended the iShares on Campus program “Evolution through Education” at Harvard University – June 6-8.
  • Chad Carlson attended the JP Morgan Investment Forum in Chicago – June 7.
  • Mark Balasa was quoted in “Leckey: Careful Planning the Key to Comfortable Retirement” in Richmond Times-Dispatch – June 5.
  • Matt Mikula attended the Institute for Divorce Financial AnalystsTM national conference in Denver – June 2-4.
  • Chad Carlson was quoted in “Don’t Let Temporary Unemployment Torpedo Your Retirement Plan” in erollover.com – May 31.
  • Mark Balasa was quoted in “5 Risky Stocks with Big Potential Payoffs” in Market Watch – May 27.
  • Chad Carlson attended the “Alternative Mutual Funds Forum” conference at Morningstar – May 24.
  • Tom Collar and Phil Ridolphi attended the National Association of Personal Financial Advisors (NAPFA) national conference in Salt Lake City – May 17-20.
  • Chuck Neff attended the NFL Players Association Annual Conference for NFLPA Registered Financial Advisors in Carlsbad, CA – May 12-13.
  • Anthony Dinverno attended the DFA Financial Advisor Conference in Chicago – May 12-13.
  • BDF congratulates Anthony Dinverno for successfully passing the CFP exam.
  • Matt Reznik attended the FPA (Financial Planning Association) Retreat in Bonita Springs, FL – May 3-6.
  • Armond A. Dinverno attended the Advent Wealth Management Executive Summit in New York City – May 4-5.
  • Mike Foltz and Jim King presented on “Wealth Management for Business Owners” at the Exit Planning Institute – May 3.
  • Mark Balasa and Armond A. Dinverno attended the JP Morgan Wealth Management Symposium in Chicago – May 2-3.
  • Mike Foltz was quoted in “Wedded Bliss” in Financial-Planning.com – May 2.
  • Heather Locus presented the “Top 5 Things Every Woman Should Know About Her Finances” at Flourish Studio in Chicago – April 29.
  • BDF has been selected as one of the “Best Places to Work in Illinois” by the Best Companies Group – April 2011.
  • BDF welcomes new team member Nick Cosky.
  • Jim King was named one of the “2011 Best Financial Advisers for Dentists” by Dental Practice Report – April 2011.
  • Armond A. Dinverno attended the PIMCO Institute for Wealth Managers Conference in Newport Beach, CA – March 22-24.
  • Mark Balasa was quoted in “March Madness: Then and Now” in Financial Advisor magazine – March 18.
  • Mike Foltz was quoted in “A Matter of Trust: Giving Away a Home” in The Wall Street Journal – March 18.
  • Mark Balasa attended Schwab’s Technology Board meeting in San Francisco – March 15-17.
  • Mike Foltz presented “Legal and Financial Issues for New Businesses” at the University of Wisconsin – Whitewater – March 14.
  • Mark Balasa was quoted in “A Place for ‘Ultrashort’?” in Market Watch – March 7.
  • Mike Foltz was the featured speaker in the Exit Planning Institute webinar entitled “Financial Planning – Critical for Sound Exit Planning” – February 10.
  • Mike Foltz attended the University of Miami Heckerling Estate Planning Conference – January 10-14.
  • Armond A. Dinverno was featured in “Voices: Institutionalizing an Advisory Firm” in The Wall Street Journal – January 4.
  • BDF congratulates Jim King for becoming a new owner of the firm.
  • BDF congratulates team members receiving promotions for 2011: Tom Collar, Senior Advisor; and Renata Zajkowski, Senior Portfolio Administrator.

BDF Monthly Insights

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monthly updates with market commentaries, news on investment vehicle changes, and practical insights into
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