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.
Richard Thaler, who teaches at the University of Chicago Booth School of Business, was awarded the 2017 Nobel Memorial Prize in Economic Sciences for his research into how human behavior affects financial decision making.
Forum advisor Christopher Genzler discusses how dementia can affect wealth planning and the importance of power of attorney.
Forum is proud to support Tails for Life, a charitable organization which trains service dogs to assist people with disabilities.
The question of where to live represents one of the most important decisions retirees can make because where they live ultimately influences how they live. The answer to this question may initially be fueled by financial considerations, but choosing a location is not just about cost of living.
Last week, Dimensional Fund Advisors announced that Gerard O’Reilly, Chief Investment Officer and Head of Research, has been appointed co-CEO to lead the organization with current co-CEO Dave Butler. Eduardo Repetto, who has served with Dimensional for more than 15 years in various roles including serving as co-CEO since 2010, will leave Dimensional in September.
Forum Financial Management would like to share the following personal insights and words of congratulations.
The first Forbes article from Jonathan Rogers, co-managing partner for Forum Financial Management and a contributor of the Forbes Finance Council, discusses separately managed accounts.
These days, we discuss and post almost everything — from what we had for dinner to recent medical exam results. Social media and blogs invite us to share intimate details. So, why do some women hesitate to have conversations about money?
Now that we are in the third-longest economic expansion, people have begun to ask questions about how much longer it can last. Should we be concerned about a looming recession, or will we see the economy break another expansion record?
Dave Butler and Norm Mindel discuss the big difference between robo-advisors and living, breathing financial advisors.
David McClellan discusses saving for a child's college education and suggests that parents start with understanding how their college savings goal stacks up to reality.
In this ongoing series, we feature comments from Forum partner Mary Anne Ehlert, a highly regarded specialist working with families of individuals with disabilities. In this Q&A, Mary Anne highlights common issues for caregivers who are caring for a loved one with special needs. Professional Woman Publishing will publish Mary Anne’s book on caregivers in early 2018.
In this Q&A, Forum Advisor John Vires discusses the distinct planning challenges and opportunities for investors in their 50s who are starting to worry if they have saved enough for retirement and what they should be doing now to secure their future.
Forum Advisor Nicole Campbell has obtained the distinguished CERTIFIED FINANCIAL PLANNER™ certification. Nicole completed the CFP® certification process in April.
To recognize Financial Literacy Month, Forum spoke to Principal Teresa Chrobak-Prince at Phoebe A. Hearst Fine Arts Magnet School. An educator with Chicago Public Schools for more than 25 years, Principal Chrobak-Prince’s leadership philosophy is based on a commitment to student-centered learning. Hearst recently attained the highest school rating reaching Level 1+.
Our latest video looks at the benefits of saving in a new light. “Save the Day” was made specifically for investors who are just starting out on their financial journey by Forum Future, our program to help new investors prepare for early financial milestones and plan for long-term goals. We thought it was only fitting to share the video during Financial Literacy Month.
To celebrate Financial Literacy Month, we spoke with Ms. Christine Poczik, second-grade teacher at Alexander Graham Bell Elementary School. With more than 12 years teaching in Chicago Public Schools, Ms. Poczik has been working with Climb to Safety’s financial literacy program since 2015.