Broker Check

BFG News & Notes

March 24, 2020 - Staying Safe, Healthy, and Available to You!

At BFG, we are pleased to report that we are fully-operational on a remote basis and that our advisors and team of operational specialists are available to assist clients by phone or video conference anytime. 

We know that recent market events have conjured up the pain of 2008-09 for investors, and that panic selling has been driving stock and bond markets down for several weeks. We believe that the U.S. is poised to combat the current healthcare crisis and to navigate the economic crisis which will linger beyond the medical one, and that our clients are positioned appropriately to weather this storm of difficult news.

Last Friday, we sent an email to all clients offering check-in calls with our advisors, with a link to click to schedule a convenient time to do so. If you want to talk about your planning, your accounts, or just our philosophy on what might be coming next, we encourage you to check that email and sign up for a call. If you’d prefer, you can also call the office and leave a voicemail for Mandy (ext. 224) or Jen (ext. 209) and they can assist. 

Recently, we told clients that we’d be sending a text message with a link to get a Starbucks coffee on us to enjoy while preparing tax returns. Since some Starbucks locations are closing and people have mostly been advised to stay home, we’re waiting on sending that message. The tax filing deadline has been moved to July 15 th , and we’ll be sure to caffinate you for the task when the time comes. 

Lastly, we’ve been writing and publishing articles and recording podcasts to help people stay informed during this time. Check out some of our newest resources that will keep you informed and entertained during this stressful period.

Since the SECURE Act became law in January 2020, we updated “Pay Less Taxes Now!” to adjust to the new rules, restrictions, and opportunities.

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Eric Brotman has been publishing bi-monthly on, and you can follow his author page to get notified of new content!

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We have created a website for a new branch of the BFG family, Brotman Media Group! In an effort to promote financial literacy education for the public, this site will feature our podcast, guest podcast appearances, educational articles, and other free resources.

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Our podcast now has its own Facebook page! Follow Don't Retire... Graduate! for new episodes every week, plus behind-the-scenes and bonus content.

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We hope our content and communication has been helpful to you during this difficult time. We’re all in this together and we’ll get through this together.

Stay healthy and keep safe,
Team BFG

March 16, 2020 - An Update on Our Team During COVID-19

To try to ensure the safety of our employees and clients during the present global health crisis, at BFG we are taking the following actions, effective this afternoon:

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March 10, 2020 - A State of Emergency?

This week has been another challenging one for the world financial markets, mostly due to the uncertainty caused by the COVID-19 virus which is impacting global economies and communities.

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March 3, 2020 - The Stock Market is Falling: What Do I Do?

Over the past week and a half, we’ve seen significant volatility in equity markets around the world that is reminiscent of 2008.

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February 18, 2020 - Deadline Approaching! Request Access to Orion Now

As a follow-up to last week’s BFG e-mail, if you have not yet requested access to our new performance reporting system, please do so now.

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February 11, 2020 - A New Reporting System is on the Horizon

We are excited to announce that our new performance reporting system, Orion, is almost ready to be rolled out for client use.

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February 4, 2020 - Eric Was Featured on Money Matters!

Today, the Money Matters Top Tips For Success podcast launched its latest episode featuring our very own CEO, Eric Brotman! You can listen now to hear Eric talk about the national crisis of financial illiteracy and how retirement should be a graduation. 

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January 28, 2020: We Value What You Value

A lot of research has been done on the subject of what families look for when choosing a financial advisory firm, and one of the top sources of industry knowledge is Cerulli Associates. 

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January 6, 2020: Happy New Year!

As we enter into 2020 at BFG, we are exploring the planning opportunities and challenges created by the SECURE Act which became law on January 1st.

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December 16, 2019: Happy Holidays

This week is our last five-day business week of calendar year 2019.

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December 2, 2019: Joy to December

This week is one of the most exciting of the year, as our entire team takes time to dance with our joy and to plan for the future. 

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November 19, 2019: The Season for Giving

Once again in 2019, BFG was pleased to support students at Stevenson University by awarding the Brotman Financial Group Emergency Scholarship.

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November 11, 2019: We Appreciate You

Today, in honor of Veterans Day, all of us at BFG wanted to take a moment to thank the men and women of our armed forces for their service, as we know that freedom is never free. 

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November 4, 2019: Weekly Updates

It’s been an exciting start to November for BFG. On Saturday, some of our advisors and our client relations team participated in two major charity events in Salisbury, Maryland.

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October 28, 2019: Weekly Updates

In the spirit of Halloween, Chapman University in California conducts research into fears of everyday Americans and publishes a “Top 10 List” each year.

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October 7, 2019: Weekly Updates

We’re hiring! At BFG, we’re looking to grow our investment operations department.

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September 17, 2019: BFG Decathalon

Last week, the entire BFG team enjoyed our annual crab feast and decathlon.

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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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