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Optimizing ‘Your Family’ Capital’s Balance Sheet

A critical input to understanding an operating company’s current health and growth potential is the balance sheet. The balance sheet is a great tool that can provide insight into the foundation of a firm. Financial professionals, including investment bankers and private equity professionals, spend countless hours advising companies on how to achieve their next goal […]

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Blog

Top 3 Things Smart Financial Professionals Do with Their Money

Over the course of the last few years, I have spoken with hundreds of financial professionals ranging from private equity professionals to investment bankers to asset managers. These conversations uncovered both the trials and the tribulations of their personal wealth management. Although plenty of individuals confessed their missteps, the tribulations they shared contained a few […]

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Wealth Watch

What Happened to Emerging Markets?

Emerging markets has had a tough year. Since Late January 2018, emerging market equities have shed over 20% in value and are likely the biggest red number in your portfolio. During the nearly two-year period from March 2016 to the end of January 2018, emerging markets returned over 75%. What happened? There are a number […]

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Wealth Watch

Volatility Strikes Again

  Yesterday marked the second straight day of a Dow drop of more than 500 points. And while we have been talking about the return of volatility for quite some time, it still hurts when it actually shows up. So here we are with the S&P 500 having fallen over 7% in the last week. […]

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Blog

What’s Next in the Evolution of ‘Your Family’ Capital?

My wife and I are preparing for the arrival of our first child. We are busy researching day care options, searching for nursery furniture, and envisioning our new lives with a little one in the house. With all these tasks to complete, there is not much time for anything else. However, I would not be […]

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News

BDF named to 2018 Financial Times 300 Top RIA

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 […]

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Resource

Two Simple Steps For Financial Professionals To Close Their Next Deal

Close Your Next Deal by Considering an Owner’s Wealth Management Needs offers two simple steps to get started in building a relationship with the owner.  This article originally appeared on Middle Market Growth magazine’s website June 27, 2018.

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Resource

Strategies For Managing Your Money Amid Tax Reform

For strategies to consider when managing your personal finances, read To Manage Your Money Amid Tax Reform, Channel Your Personal CFO. This article originally appeared on Middle Market Growth magazine’s website November 30, 2017.

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