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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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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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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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