Market and Economic Updates Videos
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.
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.
Moving The Markets – Trade, Impeachment and a Portion of the Market Surges Back
Returns have been great so far this year, but how will trade and impeachment uncertainty affect the market going forward?
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.
