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.
May 20, 2019
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 […]
May 20, 2019
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 […]
May 14, 2019
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 […]
April 25, 2019
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.
April 25, 2019
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 […]
April 10, 2019
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 […]
March 21, 2019
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.
February 20, 2019
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 […]
February 5, 2019
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)
February 4, 2019
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.
January 13, 2019
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.
January 8, 2019
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.