Mark Balasa, CPA, CFP is Co-Chief Executive Officer and Chief Investment Officer of Balasa Dinverno Foltz LLC. Mark has been named seven times as one of the “Best Financial Advisors” in the U.S. by Robb Report Worth magazine. Bloomberg chose Balasa Dinverno Foltz LLC as one of their top Wealth Managers for six consecutive years. Mark currently sits on PIMCO’s advisory panel for RIAs, on the advisory board for State Street Global Advisors, and on Charles Schwab & Co’s technology board.


How Safe Are Muni Bonds Now?

Muni bonds used to be the boring, predictable part of your investment portfolio. Not anymore.  Read story

4 Tax Deductions Not to Miss

Re-examining your records in the 11th hour could be worth your while. Here's where to start.  Read story

Don't Let a Divorce Wreck Your Business

The biggest business risk that everyone overlooks is the one that starts at home. Here's what to do if your marriage cracks.  Read story

How Tax Reform Could Kill Your Business

The President and just about every Republican candidate favors eliminating tax loopholes. But what if your business relies on a loophole?  Read story

Top Tax Move for 2012: Drop Dead

Business owners can save a ton of estate taxes by kicking the bucket this year rather than next. But there are less drastic solutions.  Read story

Why You Might Want to Pay More Taxes

No, not because Buffett said so. Because 2012 could be a year in which paying more now could mean paying less later. A lot less.  Read story

4 Money Disasters You Can Head off Tomorrow

After all the tears and sweat you've poured into making yourself successful, you'd let these little oversights wreck your financial security?  Read story

Want a Lower Tax Bracket than Buffett's Secretary? No Problem!

To get down to the zillionaire's tax rate of 15%, all you need are these five strategies. Only one of them involves having a zillion.  Read story

Do You Have Nerves of Steel? Time to Invest

Here are five reasons long-term investors should get back in the game now.  Read story

5 Personal Money Tips for Women Owners

You run your own business, and data show you probably invest more successfully than men. So why is money still so intimidating?  Read story

Feeling Charitable This Time of Year? Read This.

Tis the season for giving back. But first you better read the fine print about charitable deductions.  Read story

How to Think about a Risky Economy

Economists call it a "binary" outlook: The future will be either pretty good or a nightmare, with not much in between. Here's how you plan at such times.  Read story