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Your Beneficiary Designations – Are They Correct?

Beneficiary designations are an extremely important component of an estate plan.  They are found on many types of assets such as IRAs, 401Ks, life insurance and annuities and designate who receives the asset after the account owner passes away.  The primary advantage of a beneficiary designation is that asset ownership transfers without the complexities and […]

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Wealth Watch

Chasing Performance – Six Examples to Learn From

Who doesn’t like a story? With investments, a good story almost always accompanies chasing a hot investment. In our view, chasing performance is a dangerous game and extremely difficult to win. When it comes to investing, we believe there are no shortcuts. Higher returns equal higher risk and a greater chance of loss as a […]

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Wealth Watch

The Pluses and Perils of Private Equity

As investors, there are a plethora of investment options out there and it’s important to keep track of them.  Not to chase investments or a story, but to watch how things change, what data becomes available, and when something that might not have been an investment for you looking backward should become an investment looking […]

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Blog

Smoothing Out Lumpy Cash Flow

Receiving most of your compensation in a few large paychecks is exciting to finally see in your bank account. But it causes a lot of headache when juggling cash flow for the year ahead. Financial professionals (private equity professionals, investment bankers, and asset managers) struggle with this problem given the industry’s compensation models. Investment bankers, […]

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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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Blog

Tips for Buying Travel Insurance

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 […]

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Wealth Watch

Active vs Passive, Still a Battle?

A battle has been raging on for the better part of 25 years within the financial community. This battle has come to be known as “Active vs Passive”. For first time readers who may be scratching their head, what exactly is Active and Passive? Let’s dive in deeper: What is Active and Passive? Active Management, […]

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Blog

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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