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.

U.S. News & World Report
March 2, 2018
Zach Swartz, Portfolio Manager, BKD Wealth Advisors

Maryalene LaPonsie of U.S. News & World Report includes Zach Swartz, senior managing advisor at BKD Wealth Advisors, in an article discussing money mistakes millennials make and how to avoid them. Swartz discusses how millennials can shift their perception of a budget, "It feels restrictive to use a budget. The way I think about a budget is tracking where money is going so I can make better decisions."

Read the article here.
U.S. News & World Report
January 23, 2018
Steve Martin, Director, BKD Wealth Advisors

Steve Martin, director at BKD Wealth Advisors, is included in Rebecca Lake's U.S. News & World Report article discussing investing tips for individuals looking to strengthen their retirement strategy. "Auto-escalation helps address the problem of having your lifestyle continue to increase as your income goes up. By continually raising your savings rate, there's less money leftover for consumption, which keeps your standard of living at a more sustainable level in retirement," he says.

Read the article here.
The Wall Street Journal
November 5, 2017
Gretchen Cliburn, Director, BKD Wealth Advisors

Chana Shoenberger of The Wall Street Journal includes Gretchen Cliburn, director at BKD Wealth Advisors, in an article about using a 529 plan to fund college expenses. "If a 529 plan isn't used for the beneficiary's education, the owner may change the beneficiary to any eligible family member," she says.

Read the article here.
U.S. News & World Report
October 20, 2017
Gretchen Cliburn, Director, BKD Wealth Advisors

Rebecca Lake of U.S. News & World Report includes Gretchen Cliburn, director at BKD Wealth Advisors, in an article suggesting an alternative way for high earners to contribute to a Roth IRA, through converting traditional IRA assets. However, this may not be the best option for every high earner, "If you expect your tax bracket to be much lower in the future, it might not make sense to pay taxes now in a higher bracket just to eliminate taxes in the future," she says.

Read the article here.
DailyWorth
September 25, 2017
Gretchen Cliburn, Director, BKD Wealth Advisors

Gretchen Cliburn, director at BKD Wealth Advisors, is included in reporter Nancy Mann Jackson's DailyWorth article discussing whether it's more important to grow savings or increase income. "Women tend to have a longer-term focus and feel that if they can save today, they will have the funds when needed in the future. Men tend to be more competitive, and income is one way for them to measure their success. However, growing savings and increasing income are both beneficial in creating wealth," Cliburn says.

Read the article here.

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