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Wealth Watch Newsletter

The markets are complex.  In today’s data age, it’s easy to find more points of information.  However, it’s harder than ever to find out what parts of that information actually matter to you.  That’s the reason behind Wealth Watch.  At BDF, we want to make sure we are always thinking about what’s relevant and keeping you in the loop.

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No Love for the “King”

The King is gone. The formerly hailed “Bond King,” Bill Gross retired with a whimper in February from Janus Henderson. There seemingly was no love left for this once acclaimed investor, even as we land on Valentine’s Day today. To understand some of what went on with Bill Gross, we need to revisit some history. […]

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“Certain Uncertainty” – BDF Annual Client Event Recap

On January 17 and January 24, BDF held its Annual Client Event in Itasca and Downtown Chicago, respectively, with over 450 clients and guests in attendance. For those not able to attend, here is a recap of the event. MyBDF App This February, an updated version of our client portal, MyBDF, will launch along with […]

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Bonds: There When You Need Them

The markets had a tough year in 2018 and closed the year out with a thud. The year ended with stocks slipping in the face of fears regarding trade rhetoric and global growth concerns. Equities closed the year down anywhere from 4.4% (US large stocks – S&P 500) to down 14.6% (Emerging market stocks – […]

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2018 – A Year of Tax in the Face of Volatility

It is the most wonderful time of year! At least that’s how it’s supposed to be.  But with stock market woes piling up in December, that statement definitely doesn’t apply to finances.  To make market matters worse, an inefficient tax portfolio could be kicking you while you’re down, especially in 2018. In the closing weeks […]

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Holiday Volatility

So far this December is shaping up to be a rough one.  In fact, it’s on track to be the worst one in 90 years.  We understand if this is causing some questions to stir around in your mind.  After all, 2018 at times offered stock returns that were looking quite good, only to lose […]

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Is the Value Premium Dead?

Tech stocks have grabbed many headlines this year.  Not just from what they are doing in the world of innovation, but also stock performance.  These companies tend to be considered growth companies.  Growth companies have new and exciting things happening.  They keep developing new products, gaining market share, and in some cases seemingly change the […]

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Fodder From The Former Fed

We recently had the opportunity to meet with Janet Yellen, the former Fed Chair, after she delivered a presentation.  Ms. Yellen touched on a large variety of topics, and given her insights and position, we thought it would be helpful to share some of those with you.  Here is what we gleaned: Fed Moves First […]

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Much Ado About Mid-Terms

The mid-term elections are now behind us, seemingly having been built up to be a large market event, then just fading away as the day of the elections came and went.  Certainly, the markets were down ahead of the election.  Was the election the cause?  Maybe. Elections by their very nature are a catalyst for […]

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What Happened to Emerging Markets?

Emerging markets has had a tough year. Since Late January 2018, emerging market equities have shed over 20% in value and are likely the biggest red number in your portfolio. During the nearly two-year period from March 2016 to the end of January 2018, emerging markets returned over 75%. What happened? There are a number […]

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Volatility Strikes Again

  Yesterday marked the second straight day of a Dow drop of more than 500 points. And while we have been talking about the return of volatility for quite some time, it still hurts when it actually shows up. So here we are with the S&P 500 having fallen over 7% in the last week. […]

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Small but Fierce…Stocks

“Though she be but little, she is fierce!” – William Shakespeare, A Midsummer Night’s Dream For much of 2018, technology giants Facebook, Amazon, Apple, Netflix, and Google (the so-called FAANG stocks) have dominated market-related headlines. While these companies have driven a disproportionate amount of the year’s stock gains, their performance has overshadowed what has also been a […]

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Midterms’ Market Impact

With midterm elections quickly approaching, you will find no shortage of headlines predicting how the markets will react. Media forecasts are all over the map and have been for weeks, so it’s easy to understand why investors are scared or confused about the future. Here are just a few examples: “Investors may be understating the […]

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