Market and Economic Updates Videos
On Thursday, July 14th we hosted our Mid-Year Market Review both in-person and virtually with our President and CIO, Chad Carlson. The presentation focused on a review of what has been an historic first half of the year and discussed questions on the minds of many including: Is there a recession coming or are we […]
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.
Financial Planning Videos
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.
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 […]