Forum Financial Management, LP

News & Insights

Jonathan Rogers, Co-Managing Partner of Forum Financial Management, Debuts on Forbes With Article on Separately Managed Accounts

08/09/2017

The first Forbes article from Jonathan Rogers, co-managing partner for Forum Financial Management and a contributor of the Forbes Finance Council, discusses separately managed accounts.

Five Reasons Why Women Don’t Talk About Money and What They Can Do About It

07/26/2017

These days, we discuss and post almost everything — from what we had for dinner to recent medical exam results. Social media and blogs invite us to share intimate details. So, why do some women hesitate to have conversations about money?

The Third-Longest Economic Expansion in U.S. History

07/13/2017

Now that we are in the third-longest economic expansion, people have begun to ask questions about how much longer it can last. Should we be concerned about a looming recession, or will we see the economy break another expansion record?

A Conversation with Dave Butler and Norm Mindel: “Someone in Your Corner"

06/30/2017

Dave Butler and Norm Mindel discuss the big difference between robo-advisors and living, breathing financial advisors.

Tuition Doesn’t Grow on Trees: Tips for Parents on Saving for College

06/15/2017

David McClellan discusses saving for a child's college education and suggests that parents start with understanding how their college savings goal stacks up to reality.

Protecting Tomorrows With Mary Anne Ehlert: Focus on Caregivers

05/31/2017

In this ongoing series, we feature comments from Forum partner Mary Anne Ehlert, a highly regarded specialist working with families of individuals with disabilities. In this Q&A, Mary Anne highlights common issues for caregivers who are caring for a loved one with special needs. Professional Woman Publishing will publish Mary Anne’s book on caregivers in early 2018.