Broker Check

BFG News & Notes

September 17, 2019: Weekly Updates

BFG DECATHLON

Last week, the entire BFG team enjoyed our annual crab feast and decathlon. Our 18 employees were split into two teams – blue and green – and competed in 10 events ranging from the egg toss and three-legged race to dodge ball and cornhole. While the blue team was victorious this year, everyone had a fantastic day. Next time you’re in our office, ask to see the collage of pictures from this event and others on our “wall of fame,” highlighting the fun team-building activities we enjoy throughout the year. Special thanks goes to Nancy Gordon, who was gracious enough to host the event at her home this year.

NEW PORTFOLIO REPORTING SYSTEM

Some tireless members of our team spent several weeks assisting in the migration of historical data into a new portfolio management and performance reporting system that we’re excited to roll out to clients gradually in the weeks to come. This will mean easier online access for clients, and better aggregation, reporting, and trading systems for our investment operations department. Special thanks go to: Daniel Baker, Rachael Bayne, Andrew Harrell, Akram Ibrahim, Amanda Pancake, and Monica Pozuc for their hard work in the implementation of this system, and to our principal, Yanni Niebuhr, who was instrumental in selecting this new system and developing the new client reports.

DON’T RETIRE… GRADUATE!

Lastly, the “Don’t Retire… Graduate!” podcast (or DRG) launched the 2nd semester of our first full season last Thursday, and we’ll have new episodes available on all major streaming services every 2 weeks through early December. We have lined up some very exciting guests for the balance of Season 1, and have already scheduled the launch for Season 2 this coming January. In addition, our CEO, Eric Brotman, recently finished his third book (with the same title as the podcast) and it is in the early stages of editing and design. We expect to have it available in print and on Kindle by April 2020.

As always, links to our “Weekly Market Review,” the BFG website, and the DRG podcast are below.

Have a sensational week!

Team BFG

September 10, 2019: Year-End Tactical Calls

At BFG, our year-end tactical calls begin this week and we have a number of portfolio adjustments to discuss with our clients.

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August 27, 2019: Back to School

It’s that magical time of year when kids return to school and the Maryland State Fair returns to the Timonium Fairgrounds across from our office. 

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August 20, 2019: Semi-Annual Advisory & Investment Committee Meetings

The last two weeks before Labor Day are busy ones at BFG!

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August 13, 2019: Scheduling Year-End Tactical Calls

After several weeks of beta-testing various scheduling systems, we have selected a new vendor to help make sure that all clients can schedule year-end tactical calls conveniently this fall.

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August 5, 2019: Back to College

Here's a list of the five most valuable college majors and the five least valuable college majors, according to a report from University of Minnesota.

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July 29, 2019: Retiring & Relocation Planning

If you’re contemplating a move to another state for tax reasons, below are some best practices from the April 2019 issue of Trusts & Estates.

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July 22, 2019 - Important Real Estate Holding News

In last week’s “BFG News & Notes” we discussed the planned merger of some of the credit funds used in our client portfolios, and this week we have news regarding a real estate holding in many of our client portfolios.

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July 15, 2019 - Important News For Clients who hold FS Investments

A number of our clients hold shares of one or more of the following alternative investments, and we want to keep you informed about some changes that are coming.

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June 24, 2019 - On Strike: BFG Team Bowls for Financial Literacy

Last week, BFG employees helped to raise nearly $3,000 for financial literacy education at the Junior Achievement of Central Maryland’s annual Bowl-A-Thon, and simultaneously held our 3rd annual BFG Bowling Tournament. Find out who took home the gold!

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June 18, 2019 - Spotlight on the BFG Team: Kathleen and Lena are Sharing Their Ideas and Expertise

Over the past week, two of our principals had incredible opportunities to shine and they both nailed them! Find out how our COO Kathleen Benjamin and our Director of Financial Planning Lena Nebel were able to share their ideas and expertise with an even greater audience! We’re proud of both of them and excited to share in their successes.

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June 10, 2019 - Don't Retire... Graduate!

Summer has just begun but a few things at BFG are coming to an end! We’re finishing our Annual Strategy Meeting season and we’ve officially wrapped up taping our first “semester” of the BFG podcast, “Don’t Retire… Graduate!” Find out what else is ending and what has just begun here at BFG.

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June 3, 2019 - 2019 Bowl-A-Thon

Once again, BFG is taking to the lanes to support Junior Achievement of Central Maryland! Find out how you can join our efforts and meet our striking teams!

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May 28, 2019 - Kickoff to Summer

Annual strategy meetings are in full swing and a lot of changes will be happening this season. Find out how Lena is leading the charge on new upcoming projects and how new employee trainings will be improving your experience with BFG in the months to come.

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News & Notes - May 13, 2019

BFG Financial Advisors is breaking the trend of male-dominated financial advising firms! Find out how we’re an outlier in the industry with our gender-equal advisement team!

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April 16, 2019 - Tax Day Recap

Another tax season has passed and this one included more rhetoric than normal as a result of the tax plan which was enacted on January 1, 2018. For many Americans, the changes were significant.

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April 8, 2019 - Listen to Our Latest Podcast

We’ve hit two important midpoints here at BFG: the middle of our clients’ 2019 annual strategy meetings and of the recording season for our podcast, Don’t Retire… Graduate! Find out how to schedule your meeting, catch up on the first seven podcast episodes, and learn how retirement trends are shifting for today’s adults.

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March 18, 2019 - Take a Look Back on Our History

Do you know how BFG Financial Advisors came to be? Take a look back on our history and gain some valuable advice on comforting loved ones during times of grief.

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March 5, 2019 - Meet the full BFG team and download a contact sheet

Meet the full BFG team and download a contact sheet so you’re never on your own with your financial planning! Plus, learn the key differences in marital statistics between genders after age 65 and how we use that data to plan for multigenerational families financially.

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February 19, 2019 - Wisdom from Winston Churchill

Winston Churchill once said, “No idea is so outlandish that it should not be considered.”

That type of open mind may not be frequently demonstrated in politics, but at BFG we have set up an environment to make sure we are getting diverse ideas and opinions from as many people as possible.

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February 11, 2019 - Like Us on Facebook and Listen to Podcast #3!

As a part of our rebranding, our new Facebook page, BFG Financial Advisors, is live! Go like our new page and listen to episode 3 of our new "Don't Retire...Graduate!" podcast featuring Kathleen Benjamin, Chief Operating Officer here at BFG Financial Advisors!

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February 4, 2019 - Open House Video

Take a look at a video capturing some of the highlights of our 15th anniversary open house a few weeks ago. Thanks again to everyone who participated in making the event such a success!

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Like Us on Facebook and Listen to Podcast #3!

As a part of our rebranding, our new Facebook page, BFG Financial Advisors, is live! Go like our new page and listen to episode 3 of our new "Don't Retire...Graduate!" podcast featuring Kathleen Benjamin, Chief Operating Officer here at BFG Financial Advisors!

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January 23, 2019 - Reminders About Income Tax Preparation

It’s late January and like many Americans all of us at BFG have begun getting tax reporting documents in the mail every day and taxes are at the top of mind. In preparation for tax season, here are a few reminders about income tax preparation.

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January 07, 2019 - Reflections and Resolutions!

Like many Americans, the beginning of a year is a time for reflection and resolutions. At BFG, we try to help our clients and their families create and maintain good habits around spending, saving, and investing.

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January 02, 2019 - Brotman Financial Group Launches BFG Financial Advisors!

As you are likely aware, we started the new year with a new name and logo, and that means social media updates. Please check out our new company LinkedIn page at https://www.linkedin.com/company/bfgfa/ and connect with us if you haven’t already.

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