News & Insights

How Much Retirement Income Is Enough?

Marlena Lee, PhD discusses how much income you could need to replace after retirement depending on the lifestyle you want to maintain.

David McClellan Featured in CBS 2 News Story on Saving for Retirement

Forum Financial Advisor David McClellan was featured in a CBS 2 news story on saving for retirement on May 9.

Naming Beneficiaries for IRAs and Other Retirement Plans

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.

Conversations With Norm Mindel and David Booth (A Three-Part Series)

In the first interview of this three-part series, Norm Mindel recalls his first encounter with Dimensional Fund Advisors.

Drawing Parallels Between the Masters Tournament and Global Diversification

In this April 7 article from Business Insider, author Bob Bryan explores unexpected parallels between the Masters Tournament and global diversification.

Quarter-End Summary

Whether in business, life or even love, we find ourselves compelled to root for the underdog. 

Recent Market Volatility

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. 

Important Social Security News

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. 

Five Star Wealth Manager Professionals

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.

Looking Past the Headlines

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. 

Norbert Mindel Featured in The Wall Street Journal’s Voices Column

Forum Financial Co-Managing Partner Norbert Mindel was featured in The Wall Street Journal’s Voices on August 3.