Forum Financial Management was founded more than 15 years ago with the idea of creating something extraordinary.
On July 21, Special Olympics celebrated its 50th anniversary at Soldier Field in Chicago
Forum Partner Mary Pat Wesche has been named Treasurer of the Chicago Chapter of the National Association of Women Business Owners (NAWBO).
Investors and moviegoers may not have a lot in common, but there is one thing upon which most everyone can agree: No one likes a cliffhanger.
Forum Financial Management, LP appears in the Top 100 on the 2018 Financial Advisor RIA Ranking.
Forum Financial Management, LP has been named to the 2018 Financial Times 300 Top Registered Investment Advisers.
Being out of the market on a few important days can have an outsized impact on performance. See the chart.
Forum co-Managing Partner Nirav Batavia was featured on “Market On Close” on TD Ameritrade Network on May 31.
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.
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.
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.
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.
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.
Forum Financial Management is proud to once again collaborate with Chicago-based financial literacy program Climb to Safety for Financial Literacy Month.
Forum's David McClellan discusses five things to check before you file your taxes. Your accountant may not proactively ask you these questions, so be sure to ask them.
We are pleased to introduce Forum’s service pup, Oscar. As a result of Forum’s successful 2017 “Sponsor a Pup” campaign, Forum is co-sponsoring training for this Tails for Life service dog.
The athletic college scholarship world is an exceedingly large and complex world, and it is constantly evolving. In the final article in his four-part series, A. Andrew “Andy” Marwede covers five common questions about the process.
The final tax legislation passed by Congress and signed into law in December 2017 modified the tax code. Following is a summary of various changes for 2018 and beyond.
Forum Advisor Jeff Doblin discusses five important investment decisions that individuals should consider featured in The Investment Answer.
A major concern for people nearing retirement is how they’ll pay for medical expenses. Forum's David McClellan discusses how much you should save to fund medical expenses in retirement.
The athletic college scholarship world is an exceedingly large and complex world, and it is constantly evolving. In the third article in his four-part series, A. Andrew “Andy” Marwede covers why details of a scholarship matter.
What is bitcoin? The following article from Dimensional Fund Advisors describes cryptocurrencies such as bitcoin and explains the blockchain technology through which trading occurs.
Another December has turned to January. With the turn of the page on the calendar, we have reset the way we view the world.
The latest Forbes article from Jonathan Rogers, co-managing partner for Forum Financial Management and a contributor of the Forbes Finance Council. Read “Learn To Invest Like A Casino Rather Than A Gambler."