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Investment Management

Wealth Watch

Hedging…Revisited

It has often been said that the market “climbs a wall of worry.” And arguably, there is a lot for US investors to worry about these days. Coronavirus cases are on the rise again, the economy is still struggling to emerge from recession, government stimulus talks have stalled, and the presidential election is in less […]

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Blog

Retirement Benefits for Lawyers

I have the privilege of working with many law firm partners as clients.  In my experience, law firms often have some of the best benefits for their partners and associates.  I have also found that many times lawyers don’t take the time to fully comprehend all of their firm-provided benefits and how those benefits impact […]

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Video

Votes and Volatility Market Event

BDF hosted a wide-ranging conversation with Dr. Apollo Lupescu, Vice President at Dimensional Fund Advisors, on Monday, October 12th to get his input on some of today’s hottest current events. The conversation sought to answer many questions that clients have been posing to us, including: What does the upcoming election mean for the market? Which […]

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Wealth Watch

Volatility Ahead – Navigating Election Ups and Downs

The headlines keep rolling, both good and bad, at a seemingly alarming pace.  However, that’s a reflection of what 2020 has become known for.  Now, we sit just four weeks away from the elections.  What’s in store for the investment world? The short answer: More of the same.  And by the same, we mean volatility.  […]

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Wealth Watch

Investing in a Zero Rate Environment

In March, as the country shut down in the face of a global pandemic, the U.S. Federal Reserve dropped the Federal Funds Rate to zero in an attempt to stem the tide of economic damage the pandemic was wreaking. On September 16th, Fed Chairman Powell indicated the Federal Reserve was prepared to keep rates at […]

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Wealth Watch

A Tale of Two Markets

What is the market? In the investment world and in the popular financial press, the term “market” is used fluidly. How often do we hear, “The market was up today,” or “Why was the market down today?” Is the market the Dow? The S&P 500? The Nasdaq? Or is it some even broader entity that […]

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Blog

Stock Options and Restricted Stock – What You Need to Know About Taxes

Executive compensation plans, including stock-based compensation, are a great way for companies to attract and retain top talent. Understanding the tax implications, however, can be a daunting task. Many variables come into play, including plan type, qualified or non-qualified status, holding periods, etc. and for busy professionals, just finding time to focus on this can […]

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Wealth Watch

Election 2020 and the Markets – What’s to Come?

The US Presidential election is heating up. The big question on investor’s minds is, what can we expect? The markets dislike uncertainty. Add a pandemic and recession on top of it, and it brings everything to a whole new level. What does this mean for the markets and your portfolio? Using history as a guide, […]

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Wealth Watch

The Dog Days of Summer

In ancient times, the “dog days” coincided with the heliacal (at sunrise) rising of Sirius (the dog star), and were believed to be times of drought, bad luck, and unrest, when people and dogs alike were driven mad by the extreme heat. Nowadays, the “dog days of summer,” typically refers to the period of particularly […]

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Video

Hindsight is 2020

The markets have moved in extraordinary ways both up and down this year.  With it being 2020, it’s easy to apply hindsight. How the virus has come and not gone and the impact on the markets so far and into the future is discussed.

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Blog

Working Wealthy – 2020 is the new 2009

Perfect is the enemy of good. I’m not certain who said it first. I understand it relates back to an Italian proverb, and it appears Voltaire was the first to pen a paraphrasing of it. In any event, let’s not get bogged down with precision on the source of the learning. Let’s focus on how, […]

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Your Financial Plan and Lessons From a Historic First Six Months of 2020

Despite market volatility, staying disciplined kept your plan on track in 2020.

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