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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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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 […]

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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 […]

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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 […]

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A Review of President Trump and Presidential Candidate Joe Biden’s Tax Proposals

With potential tax changes coming, what do you need to do before year-end?

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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.

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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.

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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?

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Planning in Down Markets

Market pullbacks offer several temporary tax and estate planning opportunities that pay off for years to come

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Quarterly Investment Perspectives

Headlines are changing rapidly, Mark and Chad answer the questions we are getting from clients such as “Won’t it get worse from here?”. “Has Coronavirus changed BDFs investment strategy?”

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One Week Later: Revisiting Thoughts on The Downturn

Markets have turned into a bear market and negative news keeps coming. We had a video last week touching on this, and here is an update on what’s happened since. As has been seen, markets can turn unpredictably and quickly. For more information on how the markets are being affected by the Coronavirus: Thoughts on […]

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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.