News & Insights

2022 Financial Planning Checklist: 10 Things to Consider

We want you to have a great financial start to the new year. In this article, we highlight several financial planning areas with 10 things to consider in 2022.

4 Charts That Help Define 2021

To provide perspective as you plan for the new year, we have compiled a short list of market and economic topics top of mind that helped define 2021 as we make our way into 2022.

Spotlight on Security: Password Security

In this article, we review password security including how reusing the same username/email and password combination across multiple online accounts is not recommended.

To Achieve Your Financial Goals, Know Your Risk Tolerance

The way we feel about risk in life sometimes extends to how we feel about market risk, which is why knowing and accepting your risk tolerance is essential to achieving your financial goals.

Estate Planning Using a Charitable Lead Trust

Charitable lead trusts will become more relevant for donors who want to make charitable donations if tax rates go up and interest rates stay low.

Forum Named to Barron’s 2021 Top 100 RIA Firms

Forum Financial Management, LP has been named as one of Barron’s 2021 Top 100 RIA Firms.

Forum Appears in the Top 100 on the 2021 Financial Advisor RIA Ranking

Forum Financial Management, LP appears in the Top 100 on the 2021 Financial Advisor RIA Ranking.

Key Considerations Regarding Inflation

Inflation is always a risk factor in investing — it essentially measures the erosion of how much your wealth can buy. If the prices of goods and services increase over time, it requires more dollars to consume them. Forum shares perspective on the second quarter.

Executives Should Be Saving With a Nonqualified Deferred Compensation Plan

Forum Partner Barbara Ray outlines why executives should be considering a nonqualified deferred compensation plan, explaining who qualifies and why it can be an appropriate savings method.

How Diversification Helped Your Portfolio This Year

The performance of equity and bond markets in the first quarter of 2021 has been as close to opposite of the start of 2020 as it gets. This is a reminder that diversification works over the long term.

Tax Planning and Roth Opportunities: Some Key Considerations

There are many things to consider when opting for a Roth. This article describes opportunities and situations where it would be advantageous to contribute and convert to a Roth IRA.

Forum Co-Founder Brian Savage Retires After 30 Years as a Financial Advisor

In March, Partner Brian Savage retired from Forum Financial Management, the firm he co-founded more than a decade ago. Read about Brian’s lasting contributions as we wish him a fond farewell.

Mid-Career Financial Planning Considerations

Diversification, thoughtful portfolio allocation and tax efficiency are important no matter your life stage. This article serves as a helpful guide to some of the planning-related topics individuals should consider long before they reach retirement.

Boosting Your Financial Security With a Health Savings Account

Forum Advisor Dan Drallmeier, CFP® explains how HSAs work, including how to maximize such accounts for the future by turning one into a “medical piggy bank.”

Forum Surpasses $5 Billion in Assets

We are excited to announce Forum has surpassed $5 billion of assets managed or serviced as of December 31, 2020, a significant milestone achieved by the firm.

The Year 2020 in 4 Charts

To provide perspective on the fourth quarter and all of 2020, we have gathered a short list of market and economic anomalies as we make our way in the new year.

Financial Planning Items to Start 2021

One of the many lessons we learned in 2020 was to be ready for anything. Mary Pat Wesche highlights several financial planning topics for the new year.

How to Achieve Your Goals in 5 Steps

Coming up with goals and breaking them down into a framework takes time. Forum Advisor Juan Ros outlines how to achieve your goals in five steps.

Marie Stark Joins Forum Partner Group

Marie Stark, CPA has been named a partner for Forum Financial Management. Marie is the second advisor to move up internally from the Forum advisory team to the Forum partner group in less than five years.

David Smith Advisory Joins Forum

Forum is pleased to announce that David Smith Advisory, a wealth management firm located in Miami, has joined Forum. David Smith, CLU, ChFC, CFP®, founder of David Smith Advisory, is now a partner with Forum.

401(k) Advice for Startup Founders

We often get asked for advice from our startup founder clients about benefits and 401(k)s. Nirav Batavia offers a simple guide that lays out the common decision points and the most likely direction we would suggest startup founders take based on stage of company.

What Is in Store for the Market?

At the outset of the COVID-19 pandemic back in late February and early March, economic prognosticators were already trying to forecast what type of recovery we would have in the United States.

4 Financial Planning Topics for Year-End 2020

It is probably an understatement to call this year unusual, and that extends to the financial planning topics that our advisors are focused on heading into the end of 2020.

Forum Named to Barron’s 2020 Top 100 RIA Firms

Forum Financial Management, LP has been named as one of Barron’s 2020 Top 100 RIA Firms.