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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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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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BDF’s Heather Locus named one of America’s Top Women Advisors

Congratulations to our very own Heather Locus for being named one of America’s Top Women Advisors by Forbes. She’s passionate about helping women understand their finances and preparing for whatever their futures hold, and we’re honored to have her efforts recognized in this way.

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Like Trump? Hate Trump? What happens when politics bubbles up at advisory firms?

What happens when politics bubbles up at the office? Armond Dinverno shares that at BDF team members engaged in political conversations in the office remain respectful of each other. “Like Trump? Hate Trump? What happens when politics bubbles up at advisory firms“, Investment News, January 19, 2017.

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The Small Cap Paradox

Read “The Small-Cap Paradox“, Financial Advisor, January 9, 2017 to see what Mark Balasa has to say about small-cap stocks outperformance.

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BDF Named Among Forbes 2016 Top 100 Fastest Growing RIA Firms

Julie Bucaro is featured on the RIA Channel sharing how BDF understands the importance of putting clients and their families in the best position for financial success. One of the reasons why BDF is ranked 28th among the 2016 Top 100 Fastest Growing RIA firms by RIA Channel.  Click here to watch the interview.  Click here […]

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How to build a great relationship with your money

Justin Peacock shares his passion for helping farmers build an all-weather investment strategy in “How to build a great relationship with your money“ Farm Futures, October 20, 2016

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“Microactivism” Breeds Small-Cap Opportunities

Chad Carlson reviews BDF’s strategy for the long-term benefits of creating more diversified small-cap portfolios in ” ‘Microactivism’ Breeds Small-Cap Opportunities“, Financial Advisor IQ, September 13, 2016.

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How will changes to Social Security impact young investors?

Morningstar interviews Mark Balasa in “How Should Younger Investors Think About Social Security?“, August 18, 2016.

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