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5 Tips to Selecting a Trustee You and Your Loved Ones Trust

In preparing for your family’s future, creating a will and trust is a great start.  Another critical decision is… Read more

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News

Jen Dawson shares her insights on the importance of getting to know her client’s children.

The advisor managing your parents’ accounts would like to manage yours as well, are they a good fit? Read… Read more

2nd Quarter Recap and Outlook in BDF’s Quarterly Newsletter

The markets were fickle like the Chicago weather, with stocks posting slightly positive returns and bonds losing ground in… Read more

Is “Factor-Based” Investing Just a Big Data Dump?

Has data mining to determine the best factor-based strategies gone a bit overboard? Matt Reznik shares his thoughts on… Read more

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