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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
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.
July 6, 2021
Congratulations Chad Carlson, BDF’s president and Co-CIO! Chad was one of twenty local executives to be honored in the C-Suite Awards and recognition event hosted by the Daily Herald Business Ledger. The C-Suite Awards honors executives who contribute to the success of our region’s economic growth and stability and to their firm’s overall growth, commitment […]
July 6, 2021
“Does DFA’s mutual fund-to-ETF conversion toll the death knell for the US mutual fund industry? The official conversion of four US tax-managed mutual funds into active, transparent ETFs, extends its existing ETF offering that launched in 2020. With this conversion, Dimensional becomes one of the largest active ETF issuers in the industry with over USD30 […]
June 21, 2021
Congratulations! BDF is awarded a Best Place to Work by Daily Herald Business Ledger. BDF LLC was recently ranked #4 of the 2021 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 […]
June 3, 2021
Neil Teubel contributed to the following MoneyGeek insurance articles: The Best Cheap Car Insurance for College and High School Students on a Budget. The Best Car Insurance for Drivers With Bad Credit Average Cost of Home Insurance: How Much Will Homeowners Coverage Cost You in 2021?
May 20, 2021
Work-life balance is tricky for every professional, but 2020’s work from home environment and the added stresses of a global health scare made the past 14 months a truly unique time for all of us. On a recent episode of The COO Roundtable podcast, Matt Sonnen spoke with Susan Korin of BDF about tackling the To […]