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April 9, 2019
With Spring Break on the horizon, many families are hustling to pack their bags, load up the family mini-van, and get out of Dodge for the week. And if they’re really in a hurry to escape the never-ending Midwest winter, hopping on the first flights out to the beach. With all of the planning that […]
September 12, 2018
Balasa Dinverno Foltz is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary […]
November 20, 2018
It’s college football season, which is my favorite time of the year. When football season rolls around I tend to make everything into a football-based metaphor – even retirement planning. In my last blog post I wrote about “the process” for lawyers to help build a strong financial future which centered on a couple of […]
