News & Insights

Karma Forrestal Featured on Dimensional Perspectives

Forum Partner Karma Forrestal shares how she is advising clients through this global pandemic in this recent feature with Dimensional Fund Advisors.

Staying Connected While Social Distancing

With the need to move to remote environments, businesses and schools swiftly transitioned to an online world. Read more on how individuals are spending their time and staying connected while social distancing.

Planning Ideas Around Retirement Accounts

Several new planning opportunities have been created by the CARES Act and the SECURE Act. Forum reviews planning opportunities regarding required minimum distributions and Roth conversions.

Balanced Perspective in Uncertain Times

Financial markets experienced frequent volatility this quarter. Stock prices will fluctuate but volatility associated with the coronavirus should not dictate a change in course.

How the CARES Act Might Benefit You

The U.S. government signed into law the largest economic stimulus bill in our country’s history in response to the effects of the coronavirus. We distilled the CARES Act into a digestible format, so you can read about what is applicable to your personal situation.

An Example of Why We Are Staying Invested in Value Stocks

In the interest of reminding ourselves why we stay invested in stocks and specifically within value stocks during this financial crisis, we depart from our usual market-level commentary and dig into a specific example of one stock held by the funds in our portfolios.

A Letter to Our Retirees During This Crisis

Our advisors have worked through downturns with many clients in the past. The future is never certain but putting a plan in place for what you will do can give you confidence to weather this and any market decline.

We Are All in This Together

For all the questions that remain regarding the coronavirus, one thing is certain: It is possible for each of us to make a difference to help our families, our communities, our economy and our world.

Forum Moves to Remote Work Environment

Regarding our daily operations, we feel that it is important that we do our part to protect our associates across the country while ensuring that business operations continue uninterrupted. To that end, Forum has moved to a fully remote work environment.

Market Returns Following Downturns

When we consider the historical performance of the U.S. stock market, the data tells us that the greatest rewards to investors have often come after the largest declines, but it requires investors to remain invested through some very difficult times to attain them.

Perspective on Global Market Volatility

It can be distressing to see this level of volatility in the market. In these times, it is helpful to recall that we have experienced other turbulent markets in the past.

The Coronavirus and Global Financial Market Volatility

Uncertainty about the coronavirus and its containment and treatment have caused concern around the world. These concerns have injected volatility into the global financial markets.

Retirement Readiness: After the Last Paycheck

To enjoy the rest of your life on your terms, you need a thoughtfully crafted plan that establishes your financial goals as a retiree. Forum Advisor Steve Martin outlines essential planning considerations for those nearing or already enjoying retirement.

The Impact of the SECURE Act

In December 2019, the SECURE Act was passed into law. Some aspects of the SECURE Act are expected to have a major impact on retirement planning and savings. In this article, Forum co-Managing Partner Nirav Batavia reviews some of the most significant portions of the Act.

Estate Planning Considerations

This article features six estate planning strategies to consider in 2020 from Forum Partner Mary Pat Wesche and Forum Partner Norbert Mindel.

Forum Spirit of Giving Supports Nine Organizations in 2019

Through the Forum Spirit of Giving initiative, Forum supports nine organizations spanning health and wellness, education and community outreach.

Edmit’s New Book on Paying for College Features Nirav Batavia

In their new book, Better Off After College, Sabrina Manville and Nick Ducoff review college costs, financial aid and the process of deciding which admissions offer to accept. The book also features comments on saving for college from Forum co-Managing Partner Nirav Batavia.

Deciding Where to Apply, When to Accept and How to Afford College: A Q&A With Sabrina Manville

In this Q&A, Sabrina addresses how parents and students can make smart college choices and what to consider before accepting an offer from a college or university.

High-Level View of Recent Market Volatility

We are reminded that stock prices can and will fluctuate but this alone should not stipulate a change in course.

RIA Intel Features Forum: “The RIA Behind Dimensional Fund Advisors’ Fastest-Ever $1 Billion”

RIA Intel with the story of how Forum collaborated with Dimensional in the design and launch of the DFA Global Core Plus Fixed Income Portfolio (DGCFX), which is “the fastest-ever DFA fixed-income fund to accumulate $1 billion.”

Juan Ros Named Wealth Advisor of the Year in the San Fernando Valley Business Journal 2019 Trusted Advisors Awards

Forum Advisor Juan Ros received the Wealth Advisor of the Year award in the category of client services from the San Fernando Valley Business Journal as one of several recipients of its 2019 Trusted Advisors Awards.

The Stages of Estate Planning From Your 20s to Your 80s (and Beyond)

Forum Advisor Juan Ros discusses the importance of estate planning and where proper estate planning plays a role within each stage of life.

Moving Forward With Your Financial Plans

In the spirit of answering a few questions that might be on your mind, we address the following relevant topics from the second quarter.

Forum Appears in the Top 100 on the 2019 Financial Advisor RIA Ranking

Forum Financial Management, LP appears in the Top 100 on the 2019 Financial Advisor RIA Ranking.