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January 10, 2019
The markets had a tough year in 2018 and closed the year out with a thud. The year ended with stocks slipping in the face of fears regarding trade rhetoric and global growth concerns. Equities closed the year down anywhere from 4.4% (US large stocks – S&P 500) to down 14.6% (Emerging market stocks – […]
January 25, 2019
On January 17 and January 24, BDF held its Annual Client Event in Itasca and Downtown Chicago, respectively, with over 450 clients and guests in attendance. For those not able to attend, here is a recap of the event. MyBDF App This February, an updated version of our client portal, MyBDF, will launch along with […]
December 27, 2018
It is the most wonderful time of year! At least that’s how it’s supposed to be. But with stock market woes piling up in December, that statement definitely doesn’t apply to finances. To make market matters worse, an inefficient tax portfolio could be kicking you while you’re down, especially in 2018. In the closing weeks […]
