News & Insights

Special Olympics 50th Anniversary Celebration

On July 21, Special Olympics celebrated its 50th anniversary at Soldier Field in Chicago

Forum Partner Mary Pat Wesche Named Treasurer of NAWBO Chicago

Forum Partner Mary Pat Wesche has been named Treasurer of the Chicago Chapter of the National Association of Women Business Owners (NAWBO).

Second-Quarter Summary: No One Likes a Cliffhanger

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 Appears in the Top 100 on the 2018 Financial Advisor RIA Ranking

Forum Financial Management, LP appears in the Top 100 on the 2018 Financial Advisor RIA Ranking.

Forum Named to the 2018 Financial Times 300 Top Registered Investment Advisers

Forum Financial Management, LP has been named to the 2018 Financial Times 300 Top Registered Investment Advisers. 

Market Timing Does Not Work

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 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.

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.

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. 

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.

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.

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.

Forum Celebrates Financial Literacy Month With Student Gallery

Forum Financial Management is proud to once again collaborate with Chicago-based financial literacy program Climb to Safety for Financial Literacy Month.

Five Things to Consider Before Filing Your Taxes

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.

Forum + Tails for Life: Introducing Oscar

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.

Five Questions With Andy: What Parents Need to Know to Help Their Teen Athlete Obtain a College Athletic Scholarship

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.

Highlights of the Recent Tax Law Changes

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.

Book Review: The Five Guiding Principles in "The Investment Answer"

Forum Advisor Jeff Doblin discusses five important investment decisions that individuals should consider featured in The Investment Answer.

How Much Should You Save to Fund Medical Expenses in Retirement?

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.

Details of a Scholarship Matter: What Parents Should Know About Obtaining College Athletic Scholarships

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. 

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

What is bitcoin? The following article from Dimensional Fund Advisors describes cryptocurrencies such as bitcoin and explains the blockchain technology through which trading occurs. 

The Reality of New Year’s Resolutions

Another December has turned to January. With the turn of the page on the calendar, we have reset the way we view the world. 

New Forbes Article From Jonathan Rogers, Co-Managing Partner of Forum Financial Management

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."

Spirit of Giving: Forum Supports Special Olympics Illinois

Forum supports Special Olympics Illinois and their mission to provide opportunities for children and adults with intellectual disabilities to develop physical fitness, demonstrate courage and experience joy.