• Reset Filter

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.

Watch Video

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.

Watch Video

Is Planning and Investing Different for Women?

Yes! Heather Locus CPA, CFP®, CDFA®, founder of BDF’s Women’s Service Team, explains why.

Watch Video

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?

Watch Video

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.

Watch Video

How to Pay Less Tax in Retirement

Learn three tax planning strategies retirees should consider before year-end.

Watch Video

Tax Changes Coming to Illinois

The impact of Illinois’s proposed income tax changes varies considerably based on your personal situation.

Watch Video

Focus on the Fed

What are financial markets predicting for interest rates and what does it mean for your portfolio.

Watch Video

Three Months in Three Minutes

The market is off to its best start since 1997. Stocks and bonds continue to climb the wall of worry and there are risks out there.

Watch Video

The Crazy 8s

A recap from our 2019 Annual Client Event

Watch Video

2019 Certain Uncertainty

A recap of the presentation given during our 2019 Annual Client Event.

Watch Video