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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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Wealth Advisor Alliance – Batavia

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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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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Forbes Finance Council

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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Wealth Advisors Alliance – Mindel

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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Forbes Finance Council

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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Australia Main Photo

Five Tips for International Travelers With Norm Mindel

Norm Mindel may be a veteran financial advisor, but he has also earned the title of world traveler. Norm has visited four continents and more than 20 countries, including New Zealand, Thailand, Vietnam, Spain and numerous places throughout Europe. Just back from his second trip to Australia, Norm shares his thoughts about the country and some of his favorite destinations with five tips for international travelers.

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Wealth Advisor Alliance – Batavia

Nirav Batavia Featured in CBS Chicago News Story on Rising Interest Rates

On March 15, the Fed increased the federal funds rate by 0.25% to a range of 0.75% to 1.00%. Forum Partner Nirav Batavia was featured in a CBS Chicago news story on rising interest rates.

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