News & Insights

Regarding Relationships: Conversations or Connections

Consider the three best conversations you had last week. Perhaps they were with family members, friends visiting from out of town or the barista at your favorite coffee shop. It is likely that these moments rise above the routine online interactions that briefly held your attention the rest of the week.

Forum co-Managing Partner Nirav Batavia Discusses Market Risks on TD Ameritrade Network

Forum co-Managing Partner Nirav Batavia was featured on “Market On Close” on TD Ameritrade Network on March 15.

Building Up Your Emergency Savings Fund

It is important to have savings set aside in case of a financial emergency. Forum Advisor Michael Kennedy discusses why saving now can make a big difference later.

Juan Ros Discusses When to Seek Help Preparing Your Tax Return in the Ventura County Star

Forum Advisor Juan Ros was featured in a February 8 article on what individuals should consider for the 2019 filing period in the Ventura County Star, part of the USA Today Network.

Mailbox Money: Think Carefully Before Investing in Rental Property

Before investing in rental properties, be sure to consider the economics and risks in detail. Forum’s David McClellan reviews the pros and cons of having rental properties that generate “mailbox money.”

Vantage Point Advisors Joins Forum

Vantage Point Advisors has joined Forum. With more than 30 years of experience in finance, Vantage Point CEO Barbara Ray, CPA, PFS joins Forum’s partner group.

Lamia Financial Group Joins Forum

Lamia Financial Group, a wealth management firm located in Thousand Oaks, California, has joined Forum. Christopher Lamia, CFP®, founder of Lamia Financial, is now a partner with Forum.

Staying Invested for the Long Term

Investing for the long term is often compared to running a marathon. Disciplined runners do not abandon the course after a single bad stretch just as so many investors have achieved their financial goals by being globally diversified despite short-term fluctuations.

Spirit of Giving: Four Organizations That Strengthen Our Community

Forum is proud to support the following organizations. Their commitment to helping others strengthens our community.

Contribution Limit Increases for Retirement Plans in 2019

The IRS has announced cost-of-living adjustments that will raise the limits on contributions that individuals are permitted to make to qualified retirement plans. In this article, Forum Advisor Vince Nardi highlights various contribution limit increases and traditional IRA income cutoffs for 2019.

Forum co-Managing Partner Nirav Batavia Discusses Market Volatility and Brexit on TD Ameritrade Network

Forum co-Managing Partner Nirav Batavia was featured on “Market On Close” on TD Ameritrade Network on November 14.

Boosting Your Financial Security With a Health Savings Account

Many people know the basics about how a 401(k), IRA and Roth IRA can benefit them in saving for the future but there is another account that isn’t as widely known with more tax benefits than any other retirement account.

The type of account in question is a Health Savings Account (HSA). In this article, 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.”

Diversification: Easy in Theory, Difficult in Practice

The benefits of diversification are clear. However, when we are living through years when diversification feels bad, it is much harder to remember to focus on the big picture and resist the temptation to try something different. Diversification and discipline are easy in theory, difficult in practice.

Meghan Nolan Obtains Her CERTIFIED FINANCIAL PLANNER™ Certification

Forum Advisor Meghan Nolan has obtained the distinguished CERTIFIED FINANCIAL PLANNER™ certification.

Realistically Navigating Youth Travel Sports for Families

Devoting time and money to youth travel sports is a sacrifice where short-term and long-term trade-offs are made. Forum Advisor Nicole Campbell offers her insights on how to realistically navigate youth travel sports.

From the Desk of Norm Mindel: Forum Named an Elite Firm by the Financial Times

Forum Financial Management was founded more than 15 years ago with the idea of creating something extraordinary.

Special Olympics 50th Anniversary Celebration

On July 21, Special Olympics celebrated its 50th anniversary at Soldier Field in Chicago

Forum Partner Mary Pat Wesche Named Treasurer of NAWBO Chicago

Forum Partner Mary Pat Wesche has been named Treasurer of the Chicago Chapter of the National Association of Women Business Owners (NAWBO).

Second-Quarter Summary: No One Likes a Cliffhanger

Investors and moviegoers may not have a lot in common, but there is one thing upon which most everyone can agree: No one likes a cliffhanger.

Forum Appears in the Top 100 on the 2018 Financial Advisor RIA Ranking

Forum Financial Management, LP appears in the Top 100 on the 2018 Financial Advisor RIA Ranking.

Forum Named to the 2018 Financial Times 300 Top Registered Investment Advisers

Forum Financial Management, LP has been named to the 2018 Financial Times 300 Top Registered Investment Advisers. 

Market Timing Does Not Work

Being out of the market on a few important days can have an outsized impact on performance. See the chart.

Forum co-Managing Partner Nirav Batavia Discusses Interest Rates, the Fed, Tariffs and Markets on TD Ameritrade Network

Forum co-Managing Partner Nirav Batavia was featured on “Market On Close” on TD Ameritrade Network on May 31.

School of Hard Knocks Investing: A Podcast Series with Norm Mindel and Dave Goetsch

In this podcast, Dave Goetsch, co-executive producer of “The Big Bang Theory,” and Norm Mindel discuss some of the incredible things that happened way back when on Wall Street.