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.
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 […]
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.
December 28, 2018
Julie Bucaro, 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.
December 6, 2018
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 […]
November 29, 2018
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