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Honoring the Memory of a Loved One

When we lose someone that we love, we miss out on all the future memories that we never get to create together.  In many ways, this is difficult and unfair.  However, this doesn’t mean that the memories need to stop.  Here are some ways to preserve the memories of loved ones we have lost: Tell […]

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Blog

Long Term Care: Traditional or Hybrid Policies?

Long Term Care Environment Shifting Towards Hybrid Plans When reviewing our client’s insurance coverages, a question we’re often asked is whether to purchase long-term care coverage. To answer that question there are a lot of factors to consider from your family health history to your experience dealing with a loved one going through that difficult […]

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Blog

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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Blog

Why It’s Important to Keep Your Spouse in the Loop

I’ve been married to my wife for almost 7 years, and early on in our marriage she once jokingly said, “don’t learn how to do something you don’t want to do the rest of your life”.  Somehow, I ended up being the only one that knows how to use the lawnmower.  In practice it actually […]

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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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Blog

3 Tips to Protect the Identity of a Deceased Person

When a loved one dies, it’s always too soon.  The grieving process is difficult, and when you factor in that loved ones now need to sort through finances, it can be very stressful. This is the time when many are vulnerable to cybersecurity attacks. You would think that after someone dies, their identity cannot be […]

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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

Medicare 2018 – Key Enrollment Dates and Important Changes

For those 65 and older, fall not only brings with it apple picking, leaves changing colors and securing travel plans to escape the cold Midwest winters, it is also the time of year for Medicare participants to decide if changes should be made to their health insurance plans. Below, are the key enrollments dates […]

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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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