Market and Economic Updates Videos
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?
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?”
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 […]
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.
