Forum Financial Management, LP

News & Insights

Richard Thaler Wins the Nobel Memorial Prize in Economic Sciences

10/10/2017

Richard Thaler, who teaches at the University of Chicago Booth School of Business, was awarded the 2017 Nobel Memorial Prize in Economic Sciences for his research into how human behavior affects financial decision making.

Dementia: How It May Affect a Wealth Plan and the Importance of Power of Attorney

10/03/2017

Forum advisor Christopher Genzler discusses how dementia can affect wealth planning and the importance of power of attorney.

Forum Supports Tails for Life

09/21/2017

Forum is proud to support Tails for Life, a charitable organization which trains service dogs to assist people with disabilities.

Location, Location, Location: Where Do You Want to Live When You Retire?

08/31/2017

The question of where to live represents one of the most important decisions retirees can make because where they live ultimately influences how they live. The answer to this question may initially be fueled by financial considerations, but choosing a location is not just about cost of living.

Gerard O’Reilly Appointed co-CEO of Dimensional Fund Advisors

08/22/2017

Last week, Dimensional Fund Advisors announced that Gerard O’Reilly, Chief Investment Officer and Head of Research, has been appointed co-CEO to lead the organization with current co-CEO Dave Butler. Eduardo Repetto, who has served with Dimensional for more than 15 years in various roles including serving as co-CEO since 2010, will leave Dimensional in September.

Forum Financial Management would like to share the following personal insights and words of congratulations.

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.