As our advisors and clients look toward year-end planning, Buckingham’s president, chief planning officer, and managing director of investment strategy shared their thoughts on the economy, planning strategies and legislation aimed to reduce cost burdens. Key topics included portfolio strategies to manage unexpectedly high inflation, updates about the Inflation Reduction Act and how Medicare recipients will benefit, and more clarity around the Biden administration’s student loan forgiveness announcement, which borrowers can begin applying for in October. Overall, our industry thought leaders acknowledged that the economy is still working its way through the shock of the pandemic, which explains the volatility in markets seen this year.

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Buckingham Strategic Partners

When advisors work with Buckingham Strategic Partners, they gain the strength of a nationwide community of wealth management professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, advisors are able to orchestrate a bespoke plan, tailored to each client’s unique situation. Clients benefit from Buckingham’s team of dedicated professionals who are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on maintaining an evidence-driven, fiduciary approach that puts client’s interests first.