Market and Economic Updates Videos
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 […]
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.
Financial Planning Videos
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.
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 […]
