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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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“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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BDF is recognized in FA’s 2016 Annual RIA ranking

BDF is recognized in Financial Advisor’s 2016 annual RIA ranking. Click here to view the full RIA ranking.

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Timing strategies to consider when it comes to protecting a stock portfolio against a decline.

Mark Balasa shares his strategy for protecting portfolios regardless of the market environment in “Timing May Be Right for Investors to Seek Protection“, New York Times, July 15, 2016.

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BDF LLC Celebrates 30-Year Anniversary

The wealth management firm of Balasa Dinverno Foltz LLC (BDF) is pleased to announce that it is celebrating 30 years in business on July 8th. The firm was founded in 1986 by Armond Dinverno and Mike Foltz and merged with Mark Balasa’s firm in 2001. BDF was born from a desire for an unmatched client experience […]

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Investment News techconnect reviews the Morningstar conference with panelist Mark Balasa discussing incorporating the latest technology tools into your practice

Mark Balasa, a panelist at the Morningstar Investment Conference, discussed how he uses technology to serve expanded client segments in “Beating robo-advisers at their own game“, June 15, 2016.

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BDF Named to 2016 Financial Times 300 Top Registered Investment Advisers for 3rd Year

BDF is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms from across the U.S. This is the third annual FT 300 list, produced independently by the Financial Times Ltd. in collaboration with Ignites Research, a subsidiary of […]

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Investor’s Business Daily reviews Morningstar conference with BDF speaker Mark Balasa on client demand for new technologies.

Mark Balasa, a panelist at the Morningstar Investment Conference, discusses BDF’s use of live planning with the new Microsoft Surface Hub in Investor’s Business Daily “Advisors Prospect For Gold at Morningstar Investment Conference“, June 10, 2016

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Did you know that most super-rich don’t start out that way?

Mark Balasa shares with Financial Advisor the importance of proving his team’s worth over time as a family’s wealth and planning needs grow in “Most Super-Rich Don’t Start Out That Way: U.S. Trust”, May 26, 2016.

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Is your level of risk tolerance in your investment decisions too safe?

Morningstar interviews Mark Balasa in “The Risk of Playing It Too Safe“. This article is part of Morningstar’s May 2016 Risk Management Boot Camp special report, May 16, 2016.

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John Hancock Sticks With DFA-Run ETFs

John Hancock says it is sticking with its new ETF offering from Dimensional Fund Advisors.  Read what Chad Carlson has to say about it in “Hancock Sticks With DFA-run ETFs“, Financial Advisor IQ, April 19, 2016.

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Forbes Top 100 Wealth Manager video features Heather Locus

Heather Locus is featured on Forbes RIA Channel sharing how she helps clients navigate life transitions.  Click here to view.

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