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BDF in the News

Your trusted source of news, financial planning and asset management advice, and market information. You can also catch up on what’s happening at BDF.


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Forbes names Heather Locus as a Best-In-State Wealth Advisor

BDF’s Heather Locus has been named to Forbes magazines list of Best-in-State Wealth Advisors. The Forbes ranking of Best-In-State Wealth Advisors, developed by Shook Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm […]

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Forbes lists Heather Locus among America’s Top Women Wealth Advisors

BDF’s Heather Locus has been named to Forbes magazine’s list of America’s Top Women Wealth Advisors. The list is a select group of advisors that are leading the way in offering best practices and providing a high-quality experience for clients. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative […]

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Daily Herald ranks BDF #2 Best Place to Work for Millennials and #3 Best Place to Work in Illinois

Balasa Dinverno Foltz LLC was recently named as one of the 2019 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Business Ledger in partnership with the Illinois Chamber of Commerce, MRA-The Management Association, the Small Business Advocacy Council and Best Companies Group. This statewide […]

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Crain’s Chicago Business ranked BDF No. 4 for Best Places to Work

Balasa Dinverno Foltz ranked No. 4 on Crain’s Chicago Business list of top 100 Best Places to Work for small companies and No. 6 overall.

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Crain’s Chicago Business – BDF a family friendly workplace

Julie Bucaro, a wealth manager for Balasa Dinverno Foltz also has a full-time job as a mother to three children, ages 10, 12 and 15. Thanks to her first workplace (No. 6 on Crain’s top 100 2019 Best Places to Work list small company), she’s able to expertly navigate her second, and she boasts that she […]

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InvestmentNews awards BDF 2019 Best Places to Work for Financial Advisers

Balasa Dinverno Foltz LLC has been recognized as a 2019 Best Places to Work for Financial Advisers as announced by InvestmentNews April 1, 2019. BDF was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. InvestmentNews partnered with Best Companies Group, an independent research […]

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Heather Locus featured on The Divorce Chronicles

Heather chats with Tracey Coates in Episode 12: Post Divorce Financial Tips, about how you can make smart financial decisions after divorce one-step-at-a-time to create the next chapter in your life.

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Money lessons for lawyers

If retirement is the big game in your financial life, how well-prepared are you to win it? BDF’s Attorney Practice Group Leader, Justin Peacock, shares three strategies to consider for winning more games in your financial life in the article “Money Lessons for Lawyers Courtesy of the New England Patriots“, Law.com, February 14, 2019. (free […]

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Get your financial life in order

What goals have you set to put yourself on more solid financial footing in the year ahead? BDF’s Attorney Practice Group Leader, Justin Peacock, shares a few suggestions to consider in “Get Your Financial Life In Order.”, Law.com, January 30, 2019. (free subscription required to view article)

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Mark Balasa discusses quality factor with FA Magazine

In recent news quality factor seems to be dominating investment conversations.  Mark Balasa shares his thoughts on the quality factor with Financial Advisor magazine in the article “The Quality Factor Takes Center Stage“, Financial Advisor magazine, February 4, 2019.

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What if divorcing billionaires, the Bezos, never signed a pre/post nuptial?

Business Insider shares information from Heather Locus regarding postnuptial contracts in their article, “There are 2 types of contracts married couples can sign to protect their money”, Business Insider, January 13, 2019. Business Insider quoted from Heather’s article, “Why prenuptial and postnuptial agreements lead to stronger marriages and prevent disastrous divorces“, Forbes, September 23, 2018.

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RIA Channel interviews Chad Carlson on market volatility

BDF’s Chad Carlson met with Julie Cooling, Founder & CEO, RIA Channel to discuss navigating client concerns through market volatility. Click here to watch the interview.

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