Market and Economic Updates Videos
One Week Later: Revisiting Thoughts on The Downturn
Markets have turned into a bear market and negative news keeps coming. We had a video last week touching on this, and here is an update on what’s happened since. As has been seen, markets can turn unpredictably and quickly. For more information on how the markets are being affected by the Coronavirus: Thoughts on […]
Thoughts on The Downturn
Markets have turned into a bear market and negative news keeps coming. Here are some thoughts on what has been causing this and what we know from past downturns. For more information on how the markets are being affected by the Coronavirus read our Wealth Watch articles. Coronavirus – The Market Says It’s Supposed to […]
Market Review: Celebrating 2019 and Looking Forward to 2020
2019 was a historic year for balanced portfolios but what goes up must come down, right? History shows that is not necessarily true.
Financial Planning Videos
Is Planning and Investing Different for Women?
Yes! Heather Locus CPA, CFP®, CDFA®, founder of BDF’s Women’s Service Team, explains why.
Working? Consider These Tax Saving Strategies Before Year-End
Watch to learn tax-planning strategies that will leave you pleasantly surprised at tax time next April.
How to Pay Less Tax in Retirement
Learn three tax planning strategies retirees should consider before year-end.
