Welcome
Mark Balasa recently shared his insights with Morningstar on confronting risk in retirement. View his interview at BDF University under the "Education" link above.
BDF was named one of the 50 largest RIAs in the country by Financial Advisor Magazine - July.
Mike Foltz was appointed by election to the Rosalind Franklin University of Medicine and Science Board of Trustees - June.  
Mark Balasa will participate on an advisory panel discussing exchange traded funds (ETFs) at Morningstar's First Annual Investment Conference in Chicago - September 17-18.  
Our office closes on Fridays at 1:00 p.m. between Memorial Day and Labor Day to celebrate summer with our families.
 
  
For more, see "News & Insights"  

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