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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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Market Turns Upside-Down as Go-Go Tech Stocks Join Slow-Mo Funds

Tech giants are complicating efforts to diversify portfolios. Chad Carlson comments in “Market Turns Upside-Down as Go-Go Tech Stocks Join Slow-Mo Funds“, FoxBusiness, June 18, 2017

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BDF Named One of the Best Places to Work in Illinois for the 7th Year in a Row

Balasa Dinverno Foltz LLC placed 4th in the small business category as one of the 2017 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Business Ledger in partnership with the Human Resources Management Association of Chicago (HRMAC), the Illinois Chamber of Commerce, MRA-The Management Association, the Small Business Advocacy Council, […]

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Michael Foltz and Jim King Present at the Exit Planning Institute

On May 22nd Michael Foltz JD, CPA, CFP® and Jim King CPA, CFP® presented “Financial Planning for Business Owners” at the Certified Exit Planning Advisor Program presented by the Exit Planning Institute. The CEPA Program is an MBA style program taught by nationally recognized experts in their respective fields and offers professionals the strategic tools to help them advance their exit […]

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Congratulations, John Smith!

Congratulations to John Smith on attaining the Accredited Estate Planner AEP® designation! This designation is a graduate level specialization in estate planning.

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7 Money Rules Freelancers Should Live By

Nick Cosky shares financial strategies for freelancers in the article “7 Money Rules Freelancers Should Live By“, magnifymoney.com, March 23, 2017

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