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

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

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

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?

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

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

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” below.

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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.”

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Market Summary: Considering the Benefits of Diversification

Throughout 2017, U.S. stock prices have continued to climb higher. Since the beginning of the year, the S&P 500 Index has already set record highs more than 30 times.1 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.

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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. Read the article below.

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The Third-Longest Economic Expansion in U.S. History

You may have read headlines earlier this year announcing the U.S. economy is now in the third-longest economic expansion in U.S. history. This economic cycle started in June 2009 and has lasted for 96 months.

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