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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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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.

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Bankruptcies for States and Municipalities? Perspectives on the Muni Market.

Municipal bonds, typically a worry-free part of a portfolio, have seen some price movement to the negative as part of the market volatility.  That has subsided quite a bit, but new worries have crept up about municipalities with the talk of state bankruptcy potential.  How should you think about municipal bonds going forward?

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Planning in Down Markets

Market pullbacks offer several temporary tax and estate planning opportunities that pay off for years to come

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Quarterly Investment Perspectives

Headlines are changing rapidly, Mark and Chad answer the questions we are getting from clients such as “Won’t it get worse from here?”. “Has Coronavirus changed BDFs investment strategy?”

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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 […]

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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 […]

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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.

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Happy New Year From BDF!

Co-Founder and President Armond Dinverno JD, CPA, CFP® reflects on 2019 and looks ahead to what you can expect from BDF in 2020.

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Is Planning and Investing Different for Women?

Yes! Heather Locus CPA, CFP®, CDFA®, founder of BDF’s Women’s Service Team, explains why.

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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.