News & Insights

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Five Tips for International Travelers With Norm Mindel

03/28/2017

Norm Mindel may be a veteran financial advisor, but he has also earned the title of world traveler. Norm has visited four continents and more than 20 countries, including New Zealand, Thailand, Vietnam, Spain and numerous places throughout Europe. Just back from his second trip to Australia, Norm shares his thoughts about the country and some of his favorite destinations with five tips for international travelers. 

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20 Reasons Why It Is Better With a Human Financial Advisor

03/23/2017

These days, more and more people are asking, “Why should I choose a human financial advisor to help me make decisions about how to invest my money?” To this end, we offer this true-to-life list of all of the perks of working with a living, breathing financial advisor.

 

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Nirav Batavia Featured in CBS Chicago News Story on Rising Interest Rates

03/16/2017

On March 15, the Fed increased the federal funds rate by 0.25% to a range of 0.75% to 1.00%. Forum Partner Nirav Batavia was featured in a CBS Chicago news story on rising interest rates.

 

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Protecting Tomorrows with Mary Anne Ehlert: The ABLE Act

03/09/2017

On February 23, Forum Partner Mary Anne Ehlert was part of a speaker panel for the webinar “The ABLE Act: EnABLE Savings for Life.” The group covered various topics on the ABLE Act, which amends Section 529 of the IRS code and allows individuals to set up accounts and save for loved ones with a disability.

In addition to sharing the webinar here, we asked Mary Anne to discuss the benefits of setting up and funding an ABLE account for a loved one with special needs. Following are Mary Anne’s comments on ABLE, how such an account can be a valuable addition to a comprehensive special-needs life plan and why ABLE accounts are not replacements for special-needs trusts.

 

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Dave Butler Takes the Helm From David Booth to Assume co-CEO Role at Dimensional

02/28/2017

Last week, Dimensional Fund Advisors announced that David Butler, Head of Global Financial Advisor Services, has been appointed co-CEO to lead the organization with current co-CEO Eduardo Repetto. Co-founder David Booth, who previously served in the role, will continue with Dimensional as Executive Chairman.

Forum Partner Jonathan Rogers worked for Dimensional in the Financial Advisor Services Group in Austin before joining Forum and spent several years on Dave’s team. In that close-knit environment, Jonathan had the opportunity to learn from many of the people who have shaped the field of modern finance. Today, Jonathan serves as a Forum partner, advisor and co-chief of Forum’s investment committee.

Thus, we thought it was fitting to share these words of congratulations from Jonathan on behalf of our entire organization.

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The Dow at 20,000

01/31/2017

On January 25, the Dow crossed 20,000 for the first time since it was created in 1896. Some investors may assign more value than is warranted to the historic moment, not realizing that the Dow represents an extremely small portion of the market in which more than 2,400 U.S. stocks are traded on the New York Stock Exchange with more than 10,000 stocks worldwide.

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