News & Insights

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

02/14/2019

Forum Financial 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.

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Mailbox Money: Think Carefully Before Investing in Rental Property

01/31/2019

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.”

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Vantage Point Advisors Joins Forum

01/15/2019

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.

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Lamia Financial Group Joins Forum

01/10/2019

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.

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Staying Invested for the Long Term

01/09/2019

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.

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Spirit of Giving: Four Organizations That Strengthen Our Community

12/19/2018

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

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ELEMENTAL | Mystery

 

ELEMENTAL | Unpredictable

 

ELEMENTAL | Pattern

 

Forum Future

 

Introduction to Forum

 

The Value of Advice