Votes and Volatility Market Event

October 16, 2020

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 is the ideal outcome for the market– one party in control or a split government?
  • Is it truly different this time?
  • Does diversification still work?
  • Why invest in bonds in today’s environment?

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Wealth Watch

The State of the State – Revisited

November 27, 2019

In May 2017, Gurtin Municipal Bond Management presented “Illinois and Chicago Credit Update,” which was an insider’s look at the state of the municipal bond market in Illinois and Chicago. It was an informative but sobering look at the many financial challenges faced by Illinois and Chicago. Just recently, Gurtin returned with “Updates for the […]

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Wealth Watch man at desk reviewing investments

Impact Investing – How to Assess Performance

February 24, 2022

In the summer of 2021, BDF introduced our Impact Investing platform. We designed a portfolio that stayed true to BDF’s philosophy on investing while also emphasizing companies that score favorably in terms of their environmental, social, and governance (ESG) factors. Since this introduction, we’ve been fortunate enough to have many great conversations with clients who […]

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Wealth Watch

Value’s Big Surge – Has It Gone Too Far?

March 25, 2021

You may remember us writing about “The Return to Value” in our December 2020 Wealth Watch. In that edition, we mentioned the developing rotation from high-flying growth stocks to value companies. That trend continues today in strong fashion. The question is, can it last? History suggests it certainly can. The Value Premium You hear us […]

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