Your Financial Plan and Lessons From a Historic First Six Months of 2020
July 1, 2020
Despite market volatility, staying disciplined kept your plan on track in 2020.
Get specialized advice that helps you make sense of your finances
November 14, 2019
Coming back to our series on factor investing (What is a Factor?; Small-Cap), this installment will focus on the value factor. As a refresher, we defined factors as a source of excess return that is sensible, persistent over long time periods, pervasive across markets, and cost-effective to capture. What is the Value Factor? Broadly speaking, the […]
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 […]
February 20, 2019
If retirement is the big game in your financial life, how well-prepared are you to win it? BDF’s Attorney Practice Group Leader, Justin Peacock, shares three strategies to consider for winning more games in your financial life in the article “Money Lessons for Lawyers Courtesy of the New England Patriots“, Law.com, February 14, 2019. (free […]