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Do Good, Feel Good – Making a Difference

Over the past few months, we’ve released a series of blog posts sharing ways individuals and families can impact their community and the world. As the series comes to an end, we want to highlight some of the ways to make a difference. 1. Volunteering There are many different types of volunteering and ways to […]

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Do Good, Feel Good – Investing with (Another) Purpose

“Investing with (Another) Purpose” is the third in a series of Do Good, Feel Good blog posts highlighting ways individuals and families can impact their community and the world. When we work with BDF clients to build and invest portfolios, we spend considerable time identifying and defining their financial goals. Planning for retirement, saving for […]

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Working Wealthy – Back to School

It’s back to school time for millions of Americans. Whether it’s the first drop-off at kindergarten or sending your young adult off for their final year of college, it always reminds me of the academic fresh start we receive this time of year. Everyone handles this time of year differently, but it is a great […]

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Do Good, Feel Good – Traveling with a Purpose

“Traveling with a Purpose” is the second in a series of Do Good, Feel Good blog posts highlighting ways individuals and families can impact their community and the world. Our mission at BDF is to help clients enjoy a full life. And for many, that involves travel. And while travel certainly provides an escape from […]

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Common Objections to Impact Investing

In previous posts, we introduced BDF’s Impact Investing portfolio, a portfolio that tilts towards companies that do better than their peers on attributes such as their environmental impact. We discussed the rising popularity of this style of investment, the rapid rate of adoption by investors, and the money management industry’s quick response to developing solutions. […]

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The 3 P’s for Financial Professionals: Perspective

In our first blog The 3 P’s for Financial Professionals: Passion we identified your personal, professional and lifelong goals. Now, let’s look at Perspective. The purpose behind perspective is to have a healthy understanding of the investments driving those underlying passions and recognize the risk/return elements of each asset class on your balance sheet. It’s […]

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3 Common Objections to Exit Planning

For many business owners, exit planning does not usually make the to-do list. Not enough time, retirement being many years away, or some other reason – there are plenty of excuses owners cite as to why they have not addressed exit planning. With most business owners reliant on their company’s value to fund retirement, why […]

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A Lawyer’s Guide to Bonds and Interest Rates

What in the world is going on with bonds?  That is one of the most common questions I hear these days. Interest rates have gone up considerably in a very short period of time.  When that happens, bond prices go down considerably so halfway through 2022, the bond market is off to its worst start […]

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Working Wealthy – Realizing Your Fear

Fear Is a Powerful Emotion I recently heard someone describe fear in the context of human evolution. The speaker made the point that fear was a good thing for Neanderthals and early humans. The person that heard the dark, threatening noises in the jungle or forest and ventured out into the dark to investigate likely […]

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Market Pullbacks and Financial Planning

With market volatility comes ups and downs. You may pay closer attention to your portfolio when the headlines are flashing red on the screen than prioritizing other aspects of your financial life; it is only natural.  Taking a step back to evaluate the bigger picture can be beneficial to your wealth and stress levels.  When […]

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The 3P’s for Financial Professionals – Passion

One of my favorite questions to ask financial professionals (private equity professionals, investment bankers, and asset managers) is how they define wealth. For some, their answer is largely defined by the strength of their balance sheet or the variety of assets they own. Others characterize it by metrics of their personal success or by the […]

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How to Gracefully Say “No” to Private Investment Opportunities

It seems like a couple of times per month; I’m asked by one of my lawyer clients to review a “PPM” (private placement memorandum) for a new “co-investment” opportunity.  It’s extremely common for law firm partners to get asked to invest alongside their clients, especially if their practice involves any type of private equity or […]

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