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2022 Mid-Year Market Review

On Thursday, July 14th we hosted our Mid-Year Market Review both in-person and virtually with our President and CIO, Chad Carlson. The presentation focused on a review of what has been an historic first half of the year and discussed questions on the minds of many including: Is there a recession coming or are we […]

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The Great Reframing

In our March 31, 2022 event, Dr. Joseph Coughlin, head of the MIT Age Lab, discussed how the current seemingly constant state of stress is fundamentally changing the relationship we have with work, family, media, and more. According to their research, we are all going through a “great reframing.”

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Market Review

2021 Market Review: Variants and Variances

BDF’s 2021 Market Review discusses key topics including the economy, inflation, valuations and fixed income.

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Market Review

CIO Chad Carlson reviews the third quarter. With 50+ market highs in 2021, increased volatility, and inflationary pressures, where does the market go from here?  

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House Tax Proposal Brings More Clarity to Potential Reform

Director of Financial Planning, Neil Teubel, recaps 4 takeaways from the recent House Tax Proposal.

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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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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.