Marlena Lee, PhD discusses how much income you could need to replace after retirement depending on the lifestyle you want to maintain.
Forum Financial Advisor David McClellan was featured in a CBS 2 news story on saving for retirement on May 9.
When you name your beneficiaries, you are personally directing who will receive a portion of your wealth. In this Value of Advice white paper, we answer seven questions on the subject, including what could happen if no beneficiary is named.
In the first interview of this three-part series, Norm Mindel recalls his first encounter with Dimensional Fund Advisors.
In this April 7 article from Business Insider, author Bob Bryan explores unexpected parallels between the Masters Tournament and global diversification.
Whether in business, life or even love, we find ourselves compelled to root for the underdog.
Since the beginning of the year, the stock market has experienced significant volatility. This article from Dimensional Fund Advisors sheds more light on the subject of volatility, including why we should expect prices to fluctuate and whether prices in January have provided information about the subsequent 11 months.
You may be familiar with various techniques used to maximize Social Security benefits. We have been very proactive in educating our clients on these issues and recommending these techniques when appropriate. As part of the Bipartisan Budget Act of 2015 signed in November, two frequently used Social Security claiming strategies known as “file and suspend” and “restricted application” are being discontinued.
In the October issue of Chicago magazine, six Forum advisors were recognized as Five Star Wealth Manager professionals. Five Star recognized John Adam, Mary Anne Ehlert, Marcus Heinrich, David Lennon, Norbert Mindel and Stephen Senesac.
Over the past week, stock markets worldwide have experienced a significant drop in prices. Whether the media calls them downturns, corrections, selloffs or crashes, such events are actually a normal part of investing in equities.
Forum Financial Co-Managing Partner Norbert Mindel was featured in The Wall Street Journal’s Voices on August 3.