News & Insights

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. 

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?

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.

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.

 

Season of Giving: Four Organizations That Inspire Us

As we look back on 2016, we want to acknowledge four organizations whose year-round efforts strengthen our community. We are inspired by their unwavering commitment to helping others.  

Forum is proud to support the following organizations.  

Q&A Series: Protecting Tomorrows with Mary Anne Ehlert

For the first time in history, people with disabilities have a greater likelihood of outliving their parents and guardians. This is why it is essential to plan for a loved one’s future. Families need to make sure everything is in place, so when they are no longer able to act as caregivers, their loved one can still live a high-quality life.

Planning begins by asking family members about their hopes, dreams and fears regarding their loved one with special needs. The next crucial step is to review the key planning steps and complex legal and financial issues related to planning. The following questions and answers address some of those issues.