News & Insights

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.

Forum Named to the 2019 Financial Times 300 Top Registered Investment Advisers

Forum Financial Management has been named to the 2019 Financial Times 300 Top Registered Investment Advisers. Forum was selected as one of 19 firms in Illinois to appear in the sixth edition of the FT 300 list.

Nirav Batavia Featured on Edmit on Saving for Retirement vs. Saving for a Child’s Higher Education

Forum co-Managing Partner Nirav Batavia was featured on Edmit on June 14. In “Saving for Your Retirement vs. Saving for Your Child’s Higher Education: How a Financial Advisor Views the Choice,” Nirav presents three questions to help parents decide whether and how much to save toward their children’s education.

Keep It Simple: Separate Personal and Business Finances

Of the many good reasons to separate personal and business finances, there are three vital benefits worth the investment of time and effort.

Featured Article: What College Could Cost for the Class of 2040

In a May 3 Barron’s article, Nick Ducoff, co-founder of the college counseling service Edmit, contemplates what college could cost in 2036 by considering different perspectives from that of Rep. Alexandria Ocasio-Cortez to Forum’s co-Managing Partner Nirav Batavia.

Regarding Relationships: Conversations or Connections

Consider the three best conversations you had last week. Perhaps they were with family members, friends visiting from out of town or the barista at your favorite coffee shop. It is likely that these moments rise above the routine online interactions that briefly held your attention the rest of the week.

Forum co-Managing Partner Nirav Batavia Discusses Market Risks on TD Ameritrade Network

Forum co-Managing Partner Nirav Batavia was featured on “Market On Close” on TD Ameritrade Network on March 15.

Building Up Your Emergency Savings Fund

It is important to have savings set aside in case of a financial emergency. Forum Advisor Michael Kennedy discusses why saving now can make a big difference later.

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

Forum 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.

Mailbox Money: Think Carefully Before Investing in Rental Property

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.”

Vantage Point Advisors Joins Forum

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.

Lamia Financial Group Joins Forum

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.