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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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Selling your agency? Here are 5 tips for life after the deal

Jim King offers insight on creating a smooth transition into the next phase of life after selling your insurance agency in “My earn-out is over…now what?“, Insurance Business, May 15, 2018

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The 2017 TCJA will impact how divorces are settled

Heather Locus explains how the 2017 TCJA enacted changes to taxable income and its impact on how divorces are settled. “Many high-net-worth couples may want to move quickly in order to preserve some important financial options. Couples who finalize their divorce agreements this year have many more options since the most significant rules impacting divorce […]

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Heather Locus named one of Forbes Best-In-State Wealth Advisors

Congratulations to Heather Locus for making Forbes’ “Best-In-State Wealth Advisors” list.  This year’s Best-In-State Wealth Advisors list spotlights over 2,000 top-performing advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.  Each state’s list—determined by SHOOK Research—is based on an algorithm of qualitative and quantitative criteria, including, in-person […]

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How DFA is Poised to Navigate Heightened Market Risks

“As market uncertainties rise in 2018, DFA’s more flexible “index-like” strategies should prove to be an appealing option for clients”. Chad Carlson shares his thoughts about the strategies offered by DFA in “How DFA is Poised to Navigate Heightened Market Risks“, Financial Advisor, February 28, 2018.

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Find out what your firm’s succession plan might be missing!

“A hot-button issue that continues to come up in law firms is succession planning. Big and small firms alike are wrestling with this conundrum. A basic understanding of demographics explains why—the baby boomer generation is already in or rapidly approaching retirement age. However, less than half of law firms are proactively working on the issue, […]

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Strategies for managing your money amid tax reform

“Having a holistic wealth management plan in place is a key element for building a successful financial future. Tax planning is a vital piece of the puzzle, but it can have ripple effects in other areas of the financial picture. Although it is difficult to anticipate the outcome of pending tax legislation, having a plan […]

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Advisors see passive investing as an opportunity, not a threat

Susan Korin participated on a media panel joining Schwab Advisor Services leader Bernie Clark at the recent Schwab IMPACT to share insights, opinions and first-person experiences related to the findings of Schwab’s latest Independent Advisor Outlook Study. The panel touched on a range of topics impacting advisor businesses, including growth strategies, implications of the rise of […]

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Millennials say jump into the stock market now

The market may seem expensive today, but don’t let that turn you away.  Chad Carlson shares his investing insight in “Millennials think now’s the time to invest, and they’re right“, CNBC, October 18, 2017

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BDF winner of the InvestmentNews 2017 Best Practices Award

InvestmentNews named Balasa Dinverno Foltz LLC a winner of the 2017 Best Practices Awards, an important initiative that recognizes the top-performing and most innovative firms in the financial advice industry. The winners of the InvestmentNews Best Practices Awards were identified through their participation in the 2017 Adviser Technology Study. The winning firms were officially recognized October 17, 2017 at InvestmentNews’ Best Practices […]

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Congratulations Heather Locus!

Congratulations to Heather Locus for ranking in the top 200 on the Working Mother Top Wealth Adviser Moms list. This list recognizes wealth advisors with at least one minor child at home and rankings were determined based on interviews and surveys . Heather ranked 71st.

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Congratulations to Neil Teubel and Anthony Dinverno!

Neil and Anthony were named as one of America’s Top Next-Generation Wealth Advisors by Forbes. Anthony Dinverno, CFP® and Neil Teubel, CFP®, wealth advisors at Balasa Dinverno Foltz LLC (BDF), have been  named by Forbes as “America’s Top Next Generation Wealth Advisors”; a recognition given to those millennial advisors who are shaping the future of their industry. “We are proud […]

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BDF Named to 2017 Financial Times 300 Top Registered Investment Advisers

Balasa Dinverno Foltz LLC is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fourth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT […]

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