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What’s the Big Deal with Interest Rates? 3 Ways You Will Feel Changes

Markets go up. Markets go down. We’ve seen interest rates increase and we’ve seen interest rates decrease. Let’s assume you are not a big purchaser of Treasury Bonds – why would interest rates matter to you? The on-going saga of interest rates around the world continues to lead headlines across news outlets. With buzz words, […]

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Blog

College Send Off: The Tool You Need to Stay Informed

Summer feels like it just started, and back-to-school is already around the corner. Whether you are dropping off your fifth child for the first time at college – or your first child for the fifth time – you’re ready for this. You made good decisions along the way and tackled a lot: Filled out your […]

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News

InvestmentNews awards BDF 2019 Best Places to Work for Financial Advisers

Balasa Dinverno Foltz LLC has been recognized as a 2019 Best Places to Work for Financial Advisers as announced by InvestmentNews April 1, 2019. BDF was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. InvestmentNews partnered with Best Companies Group, an independent research […]

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5 Important Things to Know for Your 2018 Taxes

With tax time finally here, you’re probably starting to load everything into your tax preparation software or send documents to your CPA.  Below are a few items that may be tougher to keep track of during the year but are certainly important pieces of information to pass along to your tax preparer. 529 Contributions/Distributions – […]

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Blog

Working Wealthy – Who’s the Best Coach?

I took my daughter ice skating recently. Ever since she caught the skiing bug, she has been determined to try ice skating. Having played hockey nearly my entire childhood and through college, I was thrilled she wanted to try something I thought I knew a lot about. However, I quickly learned that knowing a lot […]

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Blog

Key Planning for the Youngest in the Family

Sending your young adults off to college, especially when it is for the first time, can be hectic.  The focus is usually on getting signed up for the right classes and moving a car load of belongings into a small dorm room.  These are really important and the to-do list for setting up your college […]

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Blog

Working Wealthy – What’s Your Cash Cushion?

It’s a topic we take for granted, but it is rather important to the cash management of any household or family. How much cash do you keep on hand for emergencies? No one plans to replace their furnace and get in a car accident in the same week. So be prepared, and don’t let a […]

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Blog

Helpful Hints to Help Ease the Holiday Divorce Stress

The Holidays tend to elicit a range of emotions for all of us.  The excitement of gifts and special time with family and friends, offset by the stress of extra shopping and events.  Many of us are either directly or indirectly affected by divorce.  The complexity of the additional houses and celebrations often intensify the […]

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Blog

Graduation Gifts with a Tax Break

Summertime brings us joy and excitement in many ways. There’s family barbeques, concerts, and weekend trips to the lake, just to name a few. It’s also a time for new experiences, as fresh empty-nesters pack up their cars and prepare to say goodbye to their recent high school graduates. With the 2017 Fall Semester looming […]

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Blog

Working Wealthy – What’s My Number?

Situationally speaking, this question might get different answers from different groups of people. I can still recite the phone number of my childhood home and the number of my best friend. Neither of us has lived at those addresses for over 20 years, but numbers have a funny way of sticking with a person. Others […]

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