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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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The Pluses and Perils of Private Equity

As investors, there are a plethora of investment options out there and it’s important to keep track of them.  Not to chase investments or a story, but to watch how things change, what data becomes available, and when something that might not have been an investment for you looking backward should become an investment looking […]

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Records Are Meant to Be Broken

It’s spring (even if the recent snowstorm says otherwise) in Chicago. And with spring comes baseball season. Being a baseball fan and a numbers guy, there are two numbers that once had incredible significance in baseball lore – 714 and 2,131. The first was Babe Ruth’s career home run total and the second was Lou […]

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Making Market Calls

In a recent interview, Boeing’s CEO said bad data was partly to blame in the two 737 Max crashes1.  Data is exponentially expanding in today’s day and age, seemingly giving us all the information in the world to make good decisions.  However, it’s causing a new problem – the overabundance of data and the need […]

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The Race to the Bottom

In today’s economy, consumers demand everything be delivered better, faster, and oftentimes cheaper. The asset management industry is no exception. Providers of mutual funds and ETFs have been engaged in a fee war for several years in the “the race to the bottom”. Investors have reaped the benefits throughout this transition. According to Cerulli, an […]

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Active vs Passive, Still a Battle?

A battle has been raging on for the better part of 25 years within the financial community. This battle has come to be known as “Active vs Passive”. For first time readers who may be scratching their head, what exactly is Active and Passive? Let’s dive in deeper: What is Active and Passive? Active Management, […]

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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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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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