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.
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.
September 19, 2022
We are honored to be named by Crain’s Chicago Business as one of Chicago’s 100 Best Places to Work in 2022! The Crain’s 2022 list of the 100 Best Places to Work in Chicago is compiled by Best Companies Group, an independent workplace excellence research firm, based on an in-depth analysis of companies’ benefits, policies, practices […]
September 12, 2022
Why, you may ask? Well, there are several reasons: In order to support our clients with the same level of care and attention, our team has grown, and we no longer fit in our current space We’ve created new client meeting spaces that are welcoming and engaging There is event space on the first floor […]
August 15, 2022
Chad shared his thoughts with Financial Advisor magazine on what BDF is doing to position portfolios for the rest of the year. When clients worry, listen. “We all know the academic answer of what to do in downturns, but we need to have the patience to listen to the concerns of clients,” Carlson says. “We […]
July 26, 2022
BDF is one of fourteen suburban companies and business organizations that have been selected as honorees of the 2nd annual Diversity in Business Awards (Diversity Awards). Daily Herald Suburban Business’ Diversity Awards recognizes businesses who have shown exceptional commitment to promoting practices that advance diversity and inclusion in the workplace, in business leadership and who […]
June 6, 2022
Breanna Coffey named to InvestmentNews’ 2022 40 Under 40 List. InvestmentNews has recognized Breanna as a 2022 40 Under 40 honoree. She was chosen from a pool of more than 600 nominees by a panel of reporters, editors and other representatives of InvestmentNews, earning a spot on the final list of 40 talented individuals. InvestmentNews’ […]
April 7, 2022
Heather Locus is awarded a Best In State Wealth Advisor by Forbes. As global pandemic worries take a back seat to the economic fallout from the biggest conflict in Europe since World War II, the professionals on the Forbes/Shook 2022 Best-In-State Wealth Advisors list have a proven record of guiding their clients through volatile markets. […]
February 7, 2022
BDF has been recognized for the fifth year in a row by InvestmentNews as a Best Places To Work For Financial Advisers and 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. Now in its fifth year, the InvestmentNews […]
December 20, 2021
“Handling finances as you settle into retirement is surely different than when you were working and earning a steady income. Since most retirees live on a fixed income, making smart money moves in the early part of retirement can help you retain your standard of living in your later years.” BDF’s, Darryl Newman, shares his […]
October 19, 2021
Congratulations to BDF’s Heather Locus! Heather was listed by Working Mother as a 2021 Top Wealth Advisor Mom. This is their fifth-annual list featuring 500 of the most successful mothers working in financial advising today.
October 5, 2021
In their 6th annual ranking, Barron’s recognizes BDF as a 2021 Top 100 RIA Firm.
October 5, 2021
Neil Teubel CFP®, wealth manager at BDF, has been named by Forbes as a Top Next-Gen Wealth Advisor; a recognition given to the country’s top next-gen advisors that represent the future of the wealth management industry.
October 5, 2021
BDF’s Matt Foltz talks with Laura Sanders of The Wall Street Journal how the proposed tax changes will affect business owners in the article Capital Gains and Capital Pains in the House Tax Proposal.