Welcome
BDF's Annual Client Event will be held on Wednesday, January 18, 2012.
Mark Balasa was cited in Morningstar's "Setting Your Fixed-Income Allocation in Retirement" - December 15. 
Mike Foltz contributed to "5 Ways You Could Be Leaving Your Heirs a Financial Mess" in inc.com - December 12.
Chuck Neff was quoted in "How to Make Last-Minute, Money-Saving Tax Moves" in cnbc.com - December 5.
Mark Balasa explained "How to Think About a Risky Economy" in inc.com - November 22
BDF is featured as a Five Star Wealth Manager in the November issue of Chicago magazine.
Jen Lake shared her insights on Long Term Care Insurance. Listen to her webinar at BDF University under the "Education" Link above.
Mark Balasa shared his insights with Morningstar on "Portfolio Planning in Retirement." View his interview at BDF University under the "Education" link above.
 
  
For more, see "News & Insights"  
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