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.
Buckingham Connects Webcast: September 2022
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