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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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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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InvestmentNews awards BDF 2018 Best Places to Work for Financial Advisers

Balasa Dinverno Foltz LLC has been recognized as a 2018 Best Places to Work for Financial Advisers as announced by InvestmentNews March 26, 2018. BDF was chosen as one of this year’s top-50 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 firm […]

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BDF named to 2018 Financial Times 300 Top RIA

Balasa Dinverno Foltz is pleased to announce it has been named to the 2018 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 fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary […]

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How understanding your humanness can make you a better investor

“The way to make money in investments is simple, right? Buy low, sell high. Seems like such a straightforward concept. If this is true then why do so many investors do the exact opposite?” BDF’s Attorney Practice Group Leader, Justin Peacock, shares how we are hard-wired with some innate biases that work against us when investing.  […]

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Congratulations to Anthony Dinverno and Neil Teubel!

Anthony and Neil were named as one of America’s Top Next-Generation Wealth Advisors by Forbes for the  2nd year in a row. 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 […]

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4 questions insurance agents should ask before selling their agency

There has never been a better time to sell an agency. But selling for money alone may not provide the long-term happiness and fulfillment you seek. Jim King offers four questions an insurance agency owner should consider before selling the agency in “Agency for Sale? First, Ask Yourself These 4 Questions“, iamagazine.com, August 15, 2018.

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BDF named in 2018 RIA Survey & Ranking by FA Magazine

We are pleased to announce that we have been named in the Financial Advisor Magazine RIA Survey & Ranking 2018, which lists the top Registered Investment Advisor firms in the country. Out of 707 firms that made the list, BDF placed No. 78. This annual survey is performed by Financial Advisor Magazine as a means of measuring growth among independent […]

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Attorneys, avoid these financial pitfalls now

As a lawyer, you like to think about what’s next. You spend your career climbing the ladder from first-year associate to income partner to equity partner. But have you spent enough time thinking about life after the law and, importantly, how you’re going to pay for that life after the law? BDF’s Attorney Practice Group […]

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Close your next deal by considering an owner’s wealth management needs

“Investors seeking to acquire owner-led companies should consider the business owners’ personal financial affairs. A deal-maker can both help owners realize the fruits of their labor and solidify the transaction”. BDF’s Financial Professionals Practice Group Leader, Matt Kocanda, offers 2 simple steps to get started in building a relationship with the owner in his article […]

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