News & Insights

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

02/08/2018

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

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

01/30/2018

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.

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

01/23/2018

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. 

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

01/18/2018

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

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The Reality of New Year’s Resolutions

01/09/2018

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

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

01/03/2018

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."

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