BKD in the News

Jeff Layman, chief investment officer for BKD Wealth Advisors, is quoted in a February 9, 2011, article in The New York Times about how to invest wisely in the commodities market. More »»

Kenneth Simonson, chief economist with of Associated General Contractors of America, spoke about the state of the industry at a forum to clients and friends of BKD on December 3 in the new St. Louis office in the One Metropolitan Square building. Simonson is the top voice on economic trends affecting the construction industry in the United States. BKD is actively involved at the local level serving on various committees and with AGC of America serving on its Tax & Fiscal Affairs Committee as well as the Multi Employer Pension Plan Task Force. The St. Louis Business Journal reported on Simonson's visit. More »»

Gene Morgenthaler, partner with BKDs St. Louis office, is featured in a St. Louis Business Journal article, St. Louis businesses to benefit from tax breaks. More »»

Wendy Henry, managing partner of BKDs St. Louis and Decatur offices, is featured in a St. Louis Business Journal New to Town article. More »»

Steve Blumreich, president of BKD Corporate Finance, LLC, is featured in a BusinessWeek article, "M&A: Will the Recession Spark a Rebound?". More »»

 

WealthPlan NewsDigest

WealthPlan is BKD’s family of professional services to help clients grow, preserve and protect their wealth. Through WealthPlan advisors, clients have access to the resources of BKD, LLP and BKD Wealth Advisors, LLC (BKDWA), a wholly owned subsidiary. BKDWA is our investment advisory subsidiary registered with the Securities and Exchange Commission, which manages or supervises approximately $1 billion in client portfolios and provides investment management, personal wealth planning and estate planning solutions.

BKDWA’s advisors are financial counselors with years of experience in investment and financial management. Increasingly they are being tapped by national media for insight, explanation and solid commentary related to newsworthy issues. Selected national appearance listings for print and electronic media are featured on this page.

The Wall Street Journal
August 7, 2016
Gretchen Cliburn, Director, BKD Wealth Advisors

Chana Schoenberger of The Wall Street Journal includes Gretchen Cliburn, senior managing advisor at BKD Wealth Advisors, in an article providing insight on college financial planning. In the case that a 529 account is not used for educational purposes, "The owner may change the beneficiary to any eligible family member. But, if nonqualified withdrawals are made, the earnings will incur federal and state income taxes and a 10 percent penalty," she says.

Read the article here.
The Wall Street Journal
July 4, 2016
Gretchen Cliburn, Director, BKD Wealth Advisors

Chana Schoenberger of The Wall Street Journal includes Gretchen Cliburn, senior managing advisor at BKD Wealth Advisors, in an article addressing questions about 529 college savings plans to aid with tuition costs. If a 529 is overfunded, "Parents have the option to move the funds back into their retirement savings, but that will also incur taxes and penalties," she says.

Read the article here.
Investopedia.com
June 21, 2016
Gretchen Cliburn, Director, BKD Wealth Advisors

Tim Parker of Investopedia.com includes Gretchen Cliburn, senior managing advisor at BKD Wealth Advisors, in an article explaining strategic ways to handle college saving with 529 funds. "Money held in 529 accounts owned by the student or one of their parents is considered to be parental assets on the FAFSA. If you know your education costs will exceed your 529 savings, I would recommend spending the 529 balance first before borrowing any money," she says.

Read the article here.
WBBM-AM
June 17, 2016
Jeff Layman, Chief Investment Officer, BKD Wealth Advisors

Jeff Layman, principal and CIO at BKD Wealth Advisors, returns to WBBM-AM to lend insight about current market conditions ahead of the Brexit vote. "The main influence on stocks in the last week and a half or so has been the Brexit vote, which, if the U.K. chooses not to stay in the European Union, would create a lot of short-term volatility and turmoil. In addition, the interpretation of the Fed's comments on Wednesday led some to believe that they feel the economy is weaker than most had anticipated so that's causing another element of uncertainty," he says.

Listen to the interview here.
Reuters TV
June 16, 2016
Jeff Layman, Chief Investment Officer, BKD Wealth Advisors

Jeff Layman, principal and CIO at BKD Wealth Advisors appears on Reuters TV with Fred Katayama to discuss market trends, the economy and Brexit. "Stocks have been very resilient in the U.S. despite all these extraneous concerns," he says.

Watch the interview here.

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