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 22, 2018
Congratulations to Heather Locus! Heather was recognized by Forbes as a 2018 Top Women Wealth Advisors recipient. The 2018 Top Women Wealth Advisors list spotlights 250 standout financial strategists across the country with at least seven years of experience. Nominated by their firms, each list member was researched, interviewed and assigned a nationwide ranking.
May 22, 2018
Balasa Dinverno Foltz LLC is honored to be named for the 8th year in a row among the Best Places to Work in Illinois by the Daily Herald Business Ledger. BDF was recently named as one of the 2018 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald […]
May 15, 2018
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
April 30, 2018
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 […]
March 5, 2018
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 […]
February 28, 2018
“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.
February 6, 2018
“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, […]
December 6, 2017
“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 […]
November 16, 2017
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 […]
October 24, 2017
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
October 24, 2017
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 […]
October 16, 2017
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.