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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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