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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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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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Do actively managed funds really pay off for investors?

What is the appeal of managed funds?  Chad Carlson shares his thoughts in “Do Actively Managed Funds Really Pay Off for Investors?“, U.S. News & World Report, April 14, 2016

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BDF Wins Best Places to Work Award!

For the 6th year in a row, BDF was named as one of the 2016 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 […]

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The challenge of generating retirement income.

Read what Mark Balasa has to say about the challenge of generating retirement income in “Asset Allocation Meets the Income Challenge“, Financial Advisor, April 4, 2016.

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Do robo-advisors gather sufficient information to fully capture the investor’s total wealth picture?

Mark Balasa shares what he has learned about robos in the Financial Advisor IQ article “FAs Fear Robos Promote Bad Investment Behavior“, March 23, 2016.

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Women’s Service Team Members Receive Five Star Wealth Manager Award

The Women’s Service Team (WST) of Balasa Dinverno Foltz LLC (BDF) was recently honored with the Five Star Wealth Manager Award, the largest and most widely published wealth manager award program in North America. The Award is presented to those individuals who meet a number of criteria for quality client service.*  Every WST member was recognized, including Matt Mikula, CFP®, CDFA®; […]

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Business Owner Team Members Receive Five Star Wealth Manager Award

It’s a recognition that only three percent of Chicago-area wealth managers will receive this year. Count Balasa Dinverno Foltz LLC among them. BDF was recently honored with the Five Star Wealth Manager Award, the largest and most widely published wealth manager award program in North America. It’s presented to those individuals who meet a number of criteria […]

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4th Quarter Recap and Outlook in BDF’s Quarterly Newsletter

Happy New Year! As we reflect on a challenging 2015, we look forward to the new opportunities that 2016 will bring.   To read our January newsletter, click here.

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Where should you be investing your hard-earned money in 2016?

Chad Carlson gives his perspective in CNBC’s Crystal Ball “What are the best investment bets for 2016?”, January 21, 2016

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What does Chad Carlson say about “The rise of Trump, and what it means for markets and advisers”

What if Donald Trump becomes the GOP nominee? Chad Carlson shares his thoughts on what this could mean for the markets in the Outside-IN blog “The rise of Trump, and what it means for markets and advisers” from Investments News, January 20, 2016.

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Chad Carlson shares his thoughts on how to turn losses in the stock market into an opportunity

As the 2015 stock market losses deepened, Chad Carlson shares his thoughts on opportunities for tax-loss selling in the Wall Street Journal article “U.S. Stocks Are Ending 2015 With a Whimper”, December 27, 2015.

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