The Value of a Financial Advisor: How to Consider the Costs and Benefits
Here’s what individual investors should know when assessing the value of working with a financial advisor.
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Here’s what individual investors should know when assessing the value of working with a financial advisor.
At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth.
Jared Kizer sheds light on a topic that received a lot of attention in the late 2010s and has started to rear its head again over the last year – the performance of the U.S. market relative to other asset classes.
While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit. Here’s what to keep in mind this election season.
Chief Investment Officer Kevin Grogan reviews the performance of U.S. stocks and international stocks and how it should influence portfolio decisions.
Chief Investment Officer Kevin Grogan provides insight into the impact of presidential administrations on investor behavior
Chief Investment Officer Kevin Grogan offers some valuable considerations when making changes to your portfolio during market highs.
Head of Investment Research Jared Kizer shares our outlook on bitcoin given what we’ve seen so far in early 2024.
Chief Investment Officer Kevin Grogan explores what may be ahead for markets and the economy in 2024.
Last year was full of unexpected events – from a regional banking crisis, to rising geopolitical risks and skyrocketing mortgage rates. Here are the top 10 lessons for investors.
Will the Fed begin lowering rates for this year? Our Quarterly Outlook explores what may lie ahead for markets.
Chief Investment Officer Kevin Grogan shares his outlook for interest rates in 2024.
With uncertainty surrounding future monetary policy and a looming presidential election, Investment Strategy Manager Alex Kluesner looks at the biggest questions ahead and the implications for your portfolio.
Jared Kizer provides insight into investing in preferred stock and our assessment of whether it makes sense as a part of an portfolio allocation.
Our thought leaders provide an outlook for next year, discuss the potential impact of the presidential election and share planning strategies to consider in 2024 and beyond.
Jared Kizer explores the potential benefits and disadvantages when investing in commodities and how they can open your portfolio to more sectors including energy, industrial metals, precious metals, livestock and grains.
Chief Investment Officer Kevin Grogan covers the current state of the 60/40 portfolio.
With the year coming to an end, now is an excellent time to revisit your philanthropic plan and review the tools you want to employ
Kevin Grogan provides an overview of index funds and dives deeper into their complexities, including the potential benefits, disadvantages and best practices when deciding between index funds and active investment strategies.
While taxes may be the last thing on your mind during the holiday season, small steps you take now may result in big savings on
Jared Kizer addresses investors’ concerns about geopolitical risks and shares insights on making portfolio adjustments based on these events.
Find out why reviewing your Medicare plans now may lead to significant health care savings over the long term.
Kevin Grogan provides an overview of the latest Quarterly Outlook and highlights the key points, risks to the economy and sources of stability.
Is the Fed finished hiking rates for the year? Our quarterly outlook explores why the economy may not be cooling enough to slow inflation.
Like so many of us, I joined the financial planning industry to make a positive impact on people’s lives. I have always found it rewarding
Jared Kizer explores the impact of a government shutdown from a political and historical perspective, the near- and long-term risks from an investment strategy perspective, and three ways investors can manage this risk.
Jared Kizer explores commodities from an investment strategy perspective. He shares what they are, dives into their unique characteristics and explains who may benefit from this inflation-hedge investment.
This year, there has been more optimism in the stock market compared to 2022. For investors only looking at the returns of the S&P 500, it may seem like the economy is in a boom. This dynamic may be surprising, given the rising interest rates and forecasts for slower growth.
Chief Investment Officer Kevin Grogan shares the basic guidelines and principles concerning this popular savings plan and answers commonly asked questions.
Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.
Buckingham thought leaders’ discuss U.S. and global market performance, tax planning considerations, and other financial planning topics.
It’s a question every growing business eventually faces: Do we buy it or do we build it? To meet client demands and create economies of
Head of Investment Research Jared Kizer explores fixed income investing in the current rate environment and shares three reasons why it’s crucial to take additional maturity risk.
Can the “Sell in May and Go Away” investment strategy really outperform the market, or is it just an old wives’ tale? In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan explores this myth and shares why we don’t advocate this tactic.
The model in which financial advisors earn income could influence their recommendations, which may impact your return on investments, long-term objectives and portfolio performance. Choosing
Chief Investment Officer Kevin Grogan explores how AI is being utilized in the financial realm and why we do not recommend it as an investment strategy.
Head of Investment Research Jared Kizer explores the concept of the term premium and why it’s important in fixed income investing and overall portfolio allocation.
In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer provides an overview, update and outlook on interest rates and inflation as we head into August.
Head of Investment Research Jared Kizer shares what interval funds are, the liquidity distinctions between them and mutual funds and why these investments are gaining popularity.
Head of Investment Research Jared Kizer shares why this strategy has gained popularity recently and the surprising reasons why we don’t recommend this approach for most investors.
Amanda Otto shares what an EA is and how this advisor provides valuable insights on tax-efficient investment strategies, retirement planning, estate planning and more.
Chief Investment Officer Kevin Grogan shares our new Quarterly Outlook feature, providing insight on the latest macroeconomic topics including inflation and key economic indicators.
At Buckingham Wealth Partners, we pride ourselves on cultivating talented and passionate professionals from the industry and industry peers across the nation agree on our
Although there have been some signs of progress, our quarterly outlook explores why it has been so difficult to slow inflation.
Chief Investment Officer Kevin Grogan explores 50 years of quarterly returns and shares three reasons why we recommend diversification.
Wondering if alternative investments are right for your portfolio? Although we remain skeptical of most alternative strategies, we’ve found a few that may benefit a well-constructed portfolio.
Head of Investment Research Jared Kizer explains the basics of high-dividend paying stocks and shares why we don’t recommend exclusively investing in them.
Jared Kizer takes a deep dive into high-yield corporate bonds and shares three reasons why these investments are not recommended from an allocation perspective.
Head of Investment Research Jared Kizer shares five important distinctions between these growing investment vehicles.
If you have any questions, please feel free to drop us a note: buckinghamstrategicwealth.com/contact-us
Head of Investment Research Jared Kizer shares three evergreen investment lessons we can learn from the averted debt ceiling crisis.
Chief Investment Officer Kevin Grogan shares how we manage individual bonds for our clients and the advantages of owning CDs.
Chief Investment Officer Kevin Grogan answers this common question by exploring the factors that impact your portfolio, the three phases of retirement, the 4% rule of thumb and Buckingham’s deep dive approach.
An update on the three recent bank failures, the drivers that have led us to this situation, the potential impact on broader economies and how you can protect yourself.
Some investors are wondering if private equity would be a good addition to their portfolio. Here’s a breakdown of this evolving asset class. For reality
Jared Kizer shares the latest updates, recap and possible expectations and impact of the U.S. Federal government debt ceiling crisis.
Head of Investment Research Jared Kizer shares three reasons why the last decade was so profitable for the U.S. stock market and the challenges investors will face in the 2020s and beyond.
Head of Investment Research Jared Kizer shares the drivers for this fear, short-term implications and the potential economic and investment impacts on the marketplace.
In our quarterly outlook, we explore the Fed’s actions to curb inflation and how these are likely to continue despite recent turmoil in the banking sector.
Chief Investment Officer Kevin Grogan breaks down the issues at Schwab and how their circumstances are different than Silicon Valley Bank.
Head of Investment Research Jared Kizer takes a deep dive into these securities and shares why we don’t recommend this fixed income strategy.
Chief Investment Officer Kevin Grogan shares the principles for determining the correct equity allocation split, the cyclical nature of these investments, current valuations and the long-term forecast.
Although risks abroad can be worrying, such as the ongoing war in Ukraine, investing in foreign companies remains a key diversification strategy. Find out why having international investments in your portfolio is beneficial.
Chief Investment Officer Kevin Grogan shares two new recent developments, their impact on market performance, the difference between the crisis of 2008 and now and what the future may hold.
Head of Investment Research Jared Kizer takes a deep dive into what happened, why it occurred, the response of the Federal Reserve, how the closure may impact the markets and the possible implications for you.
Even if the current market isn’t considered optimal for buyers, it may still be the right time for you.
In this installment of the Buckingham Weekly Perspectives series, Chief Planning Officer Jeffrey Levine shares three reasons why you will love the new Social Security Administration website!
In this edition of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer shares the latest updates on fixed income markets, interest rates and volatility.
While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both
Chief Investment Officer Kevin Grogan shares our philosophy on fixed income investing, why it’s important to deemphasize credit risk and a historical examination of taking such risks.
Chief Planning Officer Jeffrey Levine shares three reasons why donor advised funds are a great way to support your favorite charities while still receiving a tax break.
In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explores this idea, explains the two types of investors and shares the possible costs of active management.
Senior Tax Manager Shawn Williamson provides several tips on how to safeguard your company’s assets.
Our panel covers last year’s market performance, outlook for investment strategies in 2023 and planning changes brought on by SECURE Act 2.0.
In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan shares three easy financial resolutions to keep your bank account happy and protect your heirs in 2023 and beyond.
While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.
As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.
January is not only a perfect time to implement your personal and professional resolutions – it’s also a great reminder to review your financial goals,
This holiday season, if you are looking for a book recommendation for your favorite bibliophile, yourself, a family member, friend or colleague, Buckingham’s Leadership Team
From the Federal Reserve’s rate hike to the mid-term elections, early November has been very busy!
Managing Director of Investment Strategy Kevin Grogan shares how we use capital market assumptions in our overall planning process.
Good news is on the horizon! Inflation is expected to significantly decrease in the near term.
While inflation has moderated since June, it remains stubbornly high. Shocks happening abroad are the main contributor.
September turned out to be a tough month for markets after performance started to look a little brighter late this summer.
In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares a broad perspective of what has happened, why it happened and the implications for investors.
During our September Buckingham Connects webcast, we answered questions about the current market and economic situation, pending legislation and trajectory of interest rates.
Chief Investment Officer Jared Kizer explains what interval funds are and how they may be a beneficial addition to a well-balanced financial plan.
Chief Investment Officer Jared Kizer explores risks and benefits of putting your money in short-term vs. long-term maturity assets.
Several years ago, I met with a wealthy widow who had been quite a bit wealthier before meeting Mr. Bernie Madoff. After that devastating experience,
Buckingham’s Chief Investment Officer Jared Kizer shares what stagflation is, his thoughts on the likelihood of it occurring and how to protect your investments.
To serve clients in an impactful manner, we can’t just think we are doing the right thing for them, we have to know it in our core.
A business is typically its owner’s largest and most complex investment. It is also a fundamental piece of their personal retirement plan. But what if
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