Read our latest insights including recent news and bylined articles from our advisors.

Forum co-Managing Partner Nirav Batavia Discusses Market Volatility and Brexit on TD Ameritrade Network

Forum co-Managing Partner Nirav Batavia was featured on “Market On Close” on TD Ameritrade Network on November 14.

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Boosting Your Financial Security With a Health Savings Account

Forum Financial Advisor Dan Drallmeier, CFP® explains how Health Savings Accounts work, including eligibility and how to maximize the account that offers more tax benefits than any other retirement account.

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Who Will Be Your Next Hire?

Whether you are interested in growing a $1 billion advisor firm or you seek to build a sustainable lifestyle practice, here are some key points to help you as you progress on your journey.

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Forum Appears in the Top 100 on the 2018 Financial Advisor RIA Ranking

Forum Financial Management, LP appears in the Top 100 on the 2018 Financial Advisor RIA Ranking.

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Forum Appears on the 2018 Financial Times 300 Top Registered Investment Advisers

Forum Financial Management, LP has been named to the 2018 Financial Times 300 Top Registered Investment Advisers.

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Nirav Batavia Discusses Interest Rates, the Fed, Tariffs and Markets on TD Ameritrade Network

Forum co-Managing Partner Nirav Batavia was featured on “Market On Close” on TD Ameritrade Network on May 31.

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Wealth Advisor Alliance – Batavia

Nirav Batavia Featured on Edmit.Me on Saving for College with a 529 Plan

Forum co-Managing Partner Nirav Batavia was featured on Edmit’s 120 blog on April 12. In “Saving for College? Start With a 529 Plan,” Nirav explains why parents should strongly consider using a 529 plan to save for college expenses and discusses how to get started choosing an appropriate plan.

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Volatile Days in the First Quarter

Perspective On Recent Market Volatility

Long-term investors know that periods of volatility will occur every so often, just as airline passengers recognize that turbulence can disrupt an otherwise routine flight. Since the beginning of the year, there has been an increase in volatility in the U.S. stock market.

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Highlights of the Recent Tax Law Changes

The final tax legislation passed by Congress and signed into law in December 2017 modified the tax code. Following is a summary of various changes for 2018 and beyond.

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Book Review: The Five Guiding Principles in “The Investment Answer”

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

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