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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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Reasons to be Thankful

After a lengthy campaign marked by negativity and divisiveness on both sides, Donald Trump was elected the 45th President of the United States. While it may be natural to devote this piece to a discussion about the potential implications of a Trump presidency on the economy and financial markets, we would like to instead focus on […]

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Election Aftermath

The election season has come to an end and we now know the results.  This whole process has been nothing short of the classic phrase “It’s different this time” with the amount of surprises and distractions that came up along the way.  Yesterday the masses went to the polls and surprised the pollsters, and throughout […]

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Politics and Your Portfolio

You can’t possibly get away from the election.  While maybe that can be said during any election year, this year seems to be different.  There’s more.  Perhaps it’s due to the fact that we have two of the most unpopular candidates in history squaring off against each other.  Or maybe it’s the sensationalized coverage of […]

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A Lesson from the Ivy Leaguers

Hitting the press recently has been a stream of investment returns getting published by the big university endowments.  Why does this matter, you ask?  With hundreds of billions allocated especially to those funds of the Ivy League schools, a lot of attention is paid to how this “smart money” invests.  Returns give an insight to […]

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Money Market Reform – What it Means for You

On October 14, 2016, reforms for money market funds go into effect which will change the landscape for short-term cash investing. In the coming weeks, there will likely be news on these changes and their impact. Ahead of that, we would like to take this opportunity to explain the reason behind the reforms and what […]

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Brexit Schmexit – A Quarter Later

Back on June 23rd, an historic vote was held that will eventually lead to Great Britain’s exit from the European Union (AKA Brexit). This vote was a shock to the market. In fact, on the day of the vote, traders had positioned themselves with 80% confidence that the vote would go the opposite way. Their […]

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