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BDF in the News

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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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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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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