News & Insights

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. 

Spirit of Giving: Forum Supports Tails for Life

Forum is proud to support Tails for Life and their mission to train confident, reliable and loving service dogs to assist people with disabilities.

Spirit of Giving: Forum Supports Climb to Safety

Forum supports Climb to Safety and its mission to teach financial literacy to elementary school students in the greater Chicago area.

Spirit of Giving: Forum Supports Lurie Children’s Foundation

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.

Spirit of Giving: Forum Supports DuPagePads

Forum supports DuPagePads and their efforts to end homelessness in DuPage County, Illinois. 

Daniel Drallmeier Obtains His CERTIFIED FINANCIAL PLANNER™ Certification

Forum Advisor Daniel Drallmeier has obtained the distinguished CERTIFIED FINANCIAL PLANNER™ certification.

Norm Mindel Featured in Lifehacker Article on Why Bitcoin Might Be a Risky Investment

Forum Partner Norm Mindel was featured in the December 5 Lifehacker article “Bitcoin Is Not a Good Way to Get Started With Investing.”

Ask the Coach: 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 second article in his four-part series, A. Andrew “Andy” Marwede covers why asking the coach is key in the athletic scholarship process. 

Timing Just Might Be Everything: 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 first article in his four-part series, A. Andrew “Andy” Marwede covers why timing is key in the athletic scholarship process.

Market Summary: Considering the Benefits of Diversification

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 Wins the Nobel Memorial Prize in Economic Sciences

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.

Dementia: How It May Affect a Wealth Plan and the Importance of Power of Attorney

Forum advisor Christopher Genzler discusses how dementia can affect wealth planning and the importance of power of attorney.

Forum Supports Tails for Life

Forum is proud to support Tails for Life, a charitable organization which trains service dogs to assist people with disabilities.

Location, Location, Location: Where Do You Want to Live When You Retire?

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. 

Gerard O’Reilly Appointed co-CEO of Dimensional Fund Advisors

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.

Jonathan Rogers, Co-Managing Partner of Forum Financial Management, Debuts on Forbes With Article on Separately Managed Accounts

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. 

 

 

Five Reasons Why Women Don’t Talk About Money and What They Can Do About It

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?