For your end-of-the summer reading is a Wall Street Journal Article that David was interviewed for describing one of the hedging strategies employed by BFS for their clients. In this article David, along with other financial advisers, talks about alternative investments approaches to protect clients’ downside during negative market volatility.
Our e-newsletter will report on need-to-know trends, relevant news and timely information that can inform your decisions, together with our advisory services.
On occasion, we will be posting photos of our clients, staff and colleagues relating to the firm’s events. The current gallery of photos is from our 2014 Holiday Party.