Market and Economic Updates Videos
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.
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?
Financial Planning Videos
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.
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.
