News & Insights

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.

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.

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.

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.

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.

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.

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.

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.

How Extraordinary? Reflections on Past Elections and Their Market Impacts

Holding all else constant, our economy and the stock market tend to go up in the long run despite political outcomes. What we do know is this: In the long run, staying invested in the market has worked out far better than getting out to avoid the rare exception.

Forum Appears in the Top 100 on the 2020 Financial Advisor RIA Ranking

Forum Financial Management, LP appears in the Top 100 on the 2020 Financial Advisor RIA Ranking.

Financial Planning During COVID-19

Recent economic and health-related events are driving conversations and decisions that require a renewed emphasis on planning. A good financial plan provides framework and peace of mind, even during periods of market turmoil and personal stress.

Boosting Your Tax-Advantaged Savings With a Mega Backdoor Roth

For those whose company-sponsored 401(k) or 403(b) plan meet two key conditions, a mega backdoor Roth could allow additional savings each year in highly tax-advantaged Roth IRA assets beyond the normal employee contribution limit capitalizing on the benefits of asset location.

Diversification Drives Higher Expected Returns, Not Just Less Risk

The goal of a well-constructed portfolio is to maximize returns for the lowest amount of risk. The benefit of diversification has mostly been researched as a risk story, but there is a very important return benefit as well.

Chris Lamia Featured in San Fernando Valley Business Journal

In this Q&A, Chris elaborates on his comments from his San Fernando Valley Business Journal interview and shares how he has been helping clients during this market downturn. Chris and his team are based in Thousand Oaks, California.

Charitable Giving in the Midst of a Pandemic: What You Can Do in 2020

Forum Advisor Juan Ros shares how thinking creatively about charitable giving can lead to new and inventive ways to maintain our philanthropy and provide help to those who need it.

Re-Evaluating Your Financial Plan After a Market Downturn

Market volatility, especially the rapid price drops that we have seen in the first quarter of 2020, can be unsettling. Having a long-term financial plan and an advisor to act as a coach through these times can help balance emotions and ensure investors take the right steps for their long-term well-being.