Market and Economic Updates Videos
2021 Market Review: Variants and Variances
BDF’s 2021 Market Review discusses key topics including the economy, inflation, valuations and fixed income.
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.
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 […]
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 […]
