News & Insights


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.

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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.

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Teens + Money: 20 Tips That Lead to Good Financial Habits for a Lifetime


Following are 20 tips that lead to good financial habits for teens age 14 to 18. Divided into five personal finance categories, one suggestion applies to all of them: Give plenty of opportunities to learn about money, experiment with spending and appreciate saving. 

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Nirav Batavia Featured on Edmit.Me on Saving for College with a 529 Plan


Forum co-Managing Partner Nirav Batavia was featured on Edmit’s 120 blog on April 12. In “Saving for College? Start With a 529 Plan,” Nirav explains why parents should strongly consider using a 529 plan to save for college expenses and discusses how to get started choosing an appropriate plan.

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Perspective On Recent Market Volatility


Long-term investors know that periods of volatility will occur every so often, just as airline passengers recognize that turbulence can disrupt an otherwise routine flight. Since the beginning of the year, there has been an increase in volatility in the U.S. stock market.

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Jonathan Rogers Featured in CBS Chicago News Segment on Wise Ways to Spend a Tax Refund


On April 6, Forum co-Managing Partner Jonathan Rogers spoke to CBS 2 Chicago Reporter Dorothy Tucker about prudent ways to spend a tax refund.

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