News & Insights

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?

The Third-Longest Economic Expansion in U.S. History

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?

A Conversation with Dave Butler and Norm Mindel: “Someone in Your Corner"

Dave Butler and Norm Mindel discuss the big difference between robo-advisors and living, breathing financial advisors. 

Tuition Doesn’t Grow on Trees: Tips for Parents on Saving for College

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. 

Protecting Tomorrows With Mary Anne Ehlert: Focus on Caregivers

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. 

Ready for Retirement? Planning Looks Very Different After Age 50

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.

Nicole Campbell Obtains Her CERTIFIED FINANCIAL PLANNER™ Certification

Forum Advisor Nicole Campbell has obtained the distinguished CERTIFIED FINANCIAL PLANNER™ certification. Nicole completed the CFP® certification process in April.

The Positive Impact of Student Financial Literacy Transcends the Classroom

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+.

Seeing the Benefits of Saving in a New Light

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.

Ms. Poczik’s Students Know That Saving for the Future Is the Right Thing to Do

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. 

At Bell School, First Graders Are Already Planning for College

To celebrate Financial Literacy Month, we spoke with Ms. Emilie Kaim, first-grade teacher at Chicago Public School’s Alexander Graham Bell Elementary School. Ms. Kaim has championed the Climb to Safety program since its inception. The class was piloted in her room and she advocated for its inclusion at Bell with the principal. This year marks her 27th year teaching first grade at Bell with 27 students participating in Ms. Kaim’s financial literacy class.

Five Tips for International Travelers With Norm Mindel

Norm Mindel may be a veteran financial advisor, but he has also earned the title of world traveler. Norm has visited four continents and more than 20 countries, including New Zealand, Thailand, Vietnam, Spain and numerous places throughout Europe. Just back from his second trip to Australia, Norm shares his thoughts about the country and some of his favorite destinations with five tips for international travelers. 

20 Reasons Why It Is Better With a Human Financial Advisor

These days, more and more people are asking, “Why should I choose a human financial advisor to help me make decisions about how to invest my money?” To this end, we offer this true-to-life list of all of the perks of working with a living, breathing financial advisor.


Nirav Batavia Featured in CBS Chicago News Story on Rising Interest Rates

On March 15, the Fed increased the federal funds rate by 0.25% to a range of 0.75% to 1.00%. Forum Partner Nirav Batavia was featured in a CBS Chicago news story on rising interest rates.


Protecting Tomorrows with Mary Anne Ehlert: The ABLE Act

On February 23, Forum Partner Mary Anne Ehlert was part of a speaker panel for the webinar “The ABLE Act: EnABLE Savings for Life.” The group covered various topics on the ABLE Act, which amends Section 529 of the IRS code and allows individuals to set up accounts and save for loved ones with a disability.

In addition to sharing the webinar here, we asked Mary Anne to discuss the benefits of setting up and funding an ABLE account for a loved one with special needs. Following are Mary Anne’s comments on ABLE, how such an account can be a valuable addition to a comprehensive special-needs life plan and why ABLE accounts are not replacements for special-needs trusts.


Dave Butler Takes the Helm From David Booth to Assume co-CEO Role at Dimensional

Last week, Dimensional Fund Advisors announced that David Butler, Head of Global Financial Advisor Services, has been appointed co-CEO to lead the organization with current co-CEO Eduardo Repetto. Co-founder David Booth, who previously served in the role, will continue with Dimensional as Executive Chairman.

Forum Partner Jonathan Rogers worked for Dimensional in the Financial Advisor Services Group in Austin before joining Forum and spent several years on Dave’s team. In that close-knit environment, Jonathan had the opportunity to learn from many of the people who have shaped the field of modern finance. Today, Jonathan serves as a Forum partner, advisor and co-chief of Forum’s investment committee.

Thus, we thought it was fitting to share these words of congratulations from Jonathan on behalf of our entire organization.

The Dow at 20,000

On January 25, the Dow crossed 20,000 for the first time since it was created in 1896. Some investors may assign more value than is warranted to the historic moment, not realizing that the Dow represents an extremely small portion of the market in which more than 2,400 U.S. stocks are traded on the New York Stock Exchange with more than 10,000 stocks worldwide.

Dimensional Fund Advisors: “The Active-Passive Powerhouse”

Dimensional Fund Advisors was founded in 1981. Today, the firm has $460 billion in assets under management (as of December 31, 2016). Dimensional’s story was featured in The Wall Street Journal article “The Active-Passive Powerhouse” by financial author Jason Zweig.  

Why Indexing Is Good but Dimensional’s Approach Is Better for the Long Term

While indexing is an improvement over active stock picking, Forum predominantly uses Dimensional funds because Dimensional’s approach is better for the long term.