Insights

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.

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

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.

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.

What is bitcoin? The following article from Dimensional Fund Advisors describes cryptocurrencies such as bitcoin and explains the blockchain technology through which trading occurs.

Another December has turned to January. With the turn of the page on the calendar, we have reset the way we view the world.

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.

Forum Partner Norm Mindel was featured in the December 5 Lifehacker article “Bitcoin Is Not a Good Way to Get Started With Investing.”

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.

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.