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How to find balance

A conversation with leadership coach, Rita Hyland, on how to find balance and keep going when the going gets tough. Here are 3 Steps To Overcome the Pressured Pace and Manage Your State So You Can ‘Do Less’ Better.

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A Full Life Approach to Equity Compensation

Navigating the complexities of stock-based compensation is never easy. As a busy professional, finding the time to stay on top of everything is difficult. One simple choice, like when to exercise options, can have a number of tax, wealth, estate, and business implications.   Gary Pattengale, BDF’s executive compensation specialist, along with moderator, Justin Peacock, […]

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Mid-Year Market Review – Navigating the Next Normal

BDF’s CIO Chad Carlson and Investment Committee members Jonathan Baker and Gary Pattengale review the first half of the year and what lies ahead for the market, inflation, and tax reform.

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How To Protect Yourself From Cybercrime

On Tuesday, April  20th, we hosted the Learn How to Protect Yourself from Cyber Crime webinar. At the event, we discussed: Email, phone, text message and social media safety Password management tools and additional ways to keep fraudsters out of your accounts Other best practices on how to access your information and minimize your cyber […]

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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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Presidents, Pandemics, and Portfolios

On Thursday, January 14, 2021 we were glad to be joined by so many of our clients as we hosted the first part of our two-part Annual Client Event. The presentation, Presidents, Pandemics, and Portfolios: A Year (feels like a decade) in Review, was a great conversation led by our co-CIO’s Mark Balasa and Chad […]

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Post Election 2020 – Where Do Taxes Go From Here?

On November 17th, we hosted a virtual conversation with BDF’s income and estate tax planning experts during which we shared our insights on what the results of the election mean for estate and income tax changes in the future as well as what you need to consider before year-end given the potentially changing landscape. We […]

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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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A Review of President Trump and Presidential Candidate Joe Biden’s Tax Proposals

With potential tax changes coming, what do you need to do before year-end?

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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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Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if BDF is engaged, or continues to be engaged, to provide investment advisory services.