Market and Economic Updates Videos
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 […]
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.
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.
Financial Planning Videos
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?
Planning in Down Markets
Market pullbacks offer several temporary tax and estate planning opportunities that pay off for years to come
Is Planning and Investing Different for Women?
Yes! Heather Locus CPA, CFP®, CDFA®, founder of BDF’s Women’s Service Team, explains why.
