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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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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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RIA Channel interviews BDF’s Julie Bucaro

Julie Bucaro, Owner, Wealth Manager & Director of Client Experience, Balasa Dinverno Foltz LLC met with Julie Cooling, Founder & CEO, RIA Channel to discuss the importance of delivering a customized client experience – when, where, and how client’s want it. Click here to watch the interview.

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Chicago Magazine recognizes BDF as a 2018 Five Star Wealth Manager

Balasa Dinverno Foltz has been recognized in  Chicago magazine as a 2018 Five Star Wealth Manager by Five Star Professional.  This is the seventh year in a row that BDF has been recognized for their commitment to clients by Five Star Professional . To receive the Five Star Wealth Manager award, each wealth manager must satisfy […]

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Don’t miss this crucial retirement deadline

Neil Teubel, Director of Financial Planning shares with Money that “the biggest need we see is the need to be proactive instead of reactive,” helping clients tailor their specific financial planning needs.  Read more in “This 70-Year-Old Nearly Missed a Key Retirement Tax Deadline. Here’s What He Wished He’d Known Sooner“, Money, November 29, 2018

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