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."
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.
Forum is proud to support Tails for Life and their mission to train confident, reliable and loving service dogs to assist people with disabilities.
Forum supports Climb to Safety and its mission to teach financial literacy to elementary school students in the greater Chicago area.
Forum supports Ann & Robert H. Lurie Children’s Hospital of Chicago and Lurie Children’s Foundation in their mission be a leader in pediatric research, education and advocacy.
Forum supports DuPagePads and their efforts to end homelessness in DuPage County, Illinois.
Forum Advisor Daniel Drallmeier has obtained the distinguished CERTIFIED FINANCIAL PLANNER™ certification.
Forum Partner Norm Mindel was featured in the December 5 Lifehacker article “Bitcoin Is Not a Good Way to Get Started With Investing.”
The athletic college scholarship world is an exceedingly large and complex world, and it is constantly evolving. In the second article in his four-part series, A. Andrew “Andy” Marwede covers why asking the coach is key in the athletic scholarship process.
The athletic college scholarship world is an exceedingly large and complex world, and it is constantly evolving. In the first article in his four-part series, A. Andrew “Andy” Marwede covers why timing is key in the athletic scholarship process.
Throughout 2017, U.S. stock prices have continued to climb higher. For many investors, the stock market’s surge has become cause for concern, leading some to worry there could soon be a significant market downturn.