White Papers

2024 Annual Client Letter

This Too Shall Pass
2023 Annual Client Letter
Newsletters

Fall 2023

Summer 2023

Fall 2022
Videos

The Top 7 Ways to Protect Your Online Identity

Paying for College Without Blowing Your Retirement

History of BFA
Form ADV
Other Resources

BFA Investment Principles

Record Retention Cheat Sheet

2024 Key Financial Data