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.

Bankrate.com
September 12, 2016
Jeff Layman, Chief Investment Officer, BKD Wealth Advisors

Jeff Layman, principal and CIO at BKD Wealth Advisors, is included in reporter Stephen Pounds Bankrate.com article discussing the global economy and its impact on consumers. When discussing emerging markets, Layman says "The fortunate thing here is that many of these markets trade at very low valuation levels. While the asset class is risky and not for everyone, buying at current valuation levels at least increases the odds of a favorable investment outcome."

Read the article here.
Financial Advisor
September 7, 2016
Steve Martin, Senior Managing Advisor, BKD Wealth Advisors

Chris Robbins of Financial Advisor magazine includes Steve Martin, senior managing advisor at BKD Wealth Advisors, in an article discussing options for high-net-worth clients leaving a legacy. "One client was going to end up with a lot of money left over at the end of his life, so the real question was what does he do with it. At a certain point, accumulation isn't the goal anymore. Those funds have to fulfill some other need, and financial planning helps bring the focus back to that," he says.

Read the article here.
CNBC.com
September 6, 2016
Steve Martin, Senior Managing Advisor, BKD Wealth Advisors

Steve Martin, senior managing advisor at BKD Wealth Advisors, bylines an article for CNBC.com stressing the importance of planning for life's unexpected events. He advises that families discuss the possibility of unforeseen happenings, "Planning today can go a long way in terms of protecting your family from unnecessary financial woes."

Read the article here.
Business Insider
August 19, 2016
Steve Martin, Senior Managing Advisor, BKD Wealth Advisors

Nancy Mann Jackson of Grow includes Steve Martin, senior managing advisor at BKD Wealth Advisors, in an article discussing financial habits and rules that affluent individuals follow to maintain their wealth. "Most people make a living, spend what they feel they need to enjoy their lives and then dutifully save what is left, which is often little or nothing. Successful people, on the other hand, make a living and first set aside the amount need to reach their goals," he says.

Read the article here.
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.

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