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Gifting of Carried Interest – A Strategy To Save Estate Taxes

One of the common pain points for financial professionals (private equity professionals, investment bankers, and asset managers) that we hear is “I pay too much in taxes.” Most professionals typically are talking about income taxes; however, estate taxes often get overlooked. If you are a private equity professional, one of the great tactics unique to […]

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Wealth Watch

Value’s Big Surge – Has It Gone Too Far?

You may remember us writing about “The Return to Value” in our December 2020 Wealth Watch. In that edition, we mentioned the developing rotation from high-flying growth stocks to value companies. That trend continues today in strong fashion. The question is, can it last? History suggests it certainly can. The Value Premium You hear us […]

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Blog

Important Changes From The American Rescue Plan of 2021

President Biden recently signed the $1.9 trillion American Rescue Plan Act of 2021 (the “American Rescue Plan”). The package expands relief provisions first introduced in the Coronavirus Aid, Relief and Economic Security (CARES) Act from March 2020 and introduces new measures to help families and businesses. What does this mean specifically for you? Below is […]

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News

InvestmentNews Names BDF a Best Places to Work for Financial Advisers

BDF has been recognized for the fourth year in a row by InvestmentNews as a 2021 Best Places To Work For Financial Advisers and 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. Now in its fourth year, the InvestmentNews 2021 Best […]

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Wealth Watch

SPAC Attack!

Over the past year, a new trend in taking firms public has garnered incredible momentum. The Special Purpose Acquisition Company (SPAC) has become a popular way to bring a company public. These so-called “blank check” companies raise capital from investors with the expectation that they will later find an attractive private company to bring public […]

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Blog

6 Tax Planning Checks That Could Save Thousands!

Now that tax time is here; you’re probably starting to load everything into your tax preparation software or send documents to your CPA.  There are many tax documents mailed to you or available online, but what about some of the items that are tougher to keep track of?  Here are six tax strategies that are […]

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Blog

Gifting Stock Options to Family Members – What You Need to Know

Stock options have long been an attractive component of executive compensation. Sometimes we are asked if it is possible to transfer employee stock options to family members as part of an estate reduction strategy. It’s an interesting question and possible under certain circumstances. For executives that know they have enough to meet other goals and […]

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Wealth Watch

A New Normal for Bond Investing

The days of bond investing being as exciting as watching paint dry are long over. Once the predictable and boring part of an investment portfolio, bonds have been anything but since 2008. In the thirty years prior to the financial crisis, one could fall out of bed and make a decent return on their bonds. […]

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Wealth Watch

Diving Into Debt

While not yet passed, additional stimulus to the tune of over $1 trillion is on the horizon. This brings up the question:  Should we be worried about the U.S. deficit? The deficit, the difference between the government’s expenditures and its revenues, was a concern for many even before the pandemic stimulus bills were enacted in 2020.  […]

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Wealth Watch

The Reddit Rampage

The markets have gone crazy again, at least on a small scale.  A handful of stocks, known by some as Reddit stocks, have exhibited absolutely phenomenal performance as of late. You can see this below:   While the above is certainly not all of the impacted stocks, it includes the highlights and, of course, the […]

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Video

The Future is Gray, Delayed, Small, and Female

At our annual client event, Dr. Joe Coughlin, founder of the MIT Age Lab, shares how drastically retirement has changed over time, the technologies MIT is researching and building to help people age, and how demographics are driving a longevity economy we should all be aware of.

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Blog

Working Wealthy – Fish Brain

Let’s be honest—2020 was a bit of a dumpster fire for many of us. Between the pandemic, a contentious election, separation from family and friends and a myriad of other pitfalls, 2020 is something many of us would like to soon forget. The symbolic act of turning the calendar page from December 2020 to January […]

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