Get specialized advice that helps you make sense of your finances
May 25, 2017
Recently, Gurtin Municipal Bond Management presented “Illinois and Chicago Credit Update,” a special, insider’s look at the true state of the municipal bond market in Illinois and Chicago. It was an informative but sobering look at the many financial challenges Illinois and Chicago face. Here are some of Gurtin’s insights. State of Illinois State general […]
September 24, 2019
We get the opportunity to work with BDF clients in all stages of their personal financial planning. Those stages include building wealth, accumulating wealth and eventually consuming that wealth. That last stage is probably the most interesting as it appears to be the most difficult from a behavioral level. That’s right—spending one’s retirement savings is […]
September 7, 2021
With interest rates near historic lows and the market near all-time highs, there are more people borrowing against their portfolios than ever before. Using debt wisely to increase wealth and reduce taxes is not a new concept; however, recently, there has been a spotlight shined on the concept from Wall Street Journal’s article “Buy, Borrow, […]
