Is Your Spouse Fully Informed About Family and Business Affairs?

One of the greatest threats we see to the survival of a business is a lack of proper planning… Read more

View All Blog Posts


New BDF Webinar: “The Financially-Responsible Woman: Five Strategies for a Full Life.”

Some women enjoy their wealth while others worry about money. How do smart women create financial freedom? Find out… Read more

Discover Mark Balasa’s Thoughts on the Risks of Mini Bonds in the WSJ

Mark Balasa shares his thoughts on the risks of mini bonds in the Feb 1 Wall Street Journal Article… Read more

2014 Recap and 2015 Outlook from BDF in our January Newsletter

Stocks extended their bull run in 2014 and bonds posted unexpected positive returns for the year.  To read our… Read more

View All News