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Category: Investing

Safe Withdrawal Rates

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.

Private Equity and the Fear of Missing Out

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 TV fans, one might argue that the private equity world truly took off last year: Celebrity Kim Kardashian launched her own private equity firm. There is now over $4 trillion […]

The Depreciation of the U.S. Dollar

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.

A High-Level View of Schwab

Chief Investment Officer Kevin Grogan breaks down the issues at Schwab and how their circumstances are different than Silicon Valley Bank.

U.S. vs. International Equity Portfolio Allocation

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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.

Does Investing Internationally Still Make Sense?

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.

Developments on the 2023 Banking Crisis

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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.

The Collapse of Silicon Valley Bank

Economic Views - Inflation May Have Peaked as New Year Begins

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.

New and Improved Social Security Website

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!

Recent Bond Market and Inflation

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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. 

Funding a College Education with Taxes in Mind

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 students and parents from a tax standpoint. According to a recent study, a year of tuition, books, supplies and day-to-day living expenses at a four-year university will cost on average […]

Donor Advised Funds

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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.

The Arithmetic of Active Management

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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.

Three Financial Resolutions for the New Year

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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.

2022’s Investment Lessons

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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.

Ring in the New Year with a Fresh Look at Your Financial Plan

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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, plans and strategies. Decades of data have proven that successful financial outcomes are more likely to happen because of purposeful and thoughtful planning. As we start 2023, I recommend my […]

Buckingham’s Leadership Team’s Book Recommendation

Holiday Book Ideas

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 is spreading the cheer by sharing a few of their recommended reads. “My father shared a copy of one of Larry Swedroe’s books at the beginning of my career, and […]

Buckingham Connects Webcast: September 2022

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During our September Buckingham Connects webcast, we answered questions about the current market and economic situation, pending legislation and trajectory of interest rates.

How to Find an Advisor You Can Trust

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, she was very concerned about finding an advisor she could trust to act in her best interest. I know she is not the only person who has questions and concerns […]

Why Businesses Should be Treated as Investments

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 the business owner’s perceived value of the company does not reflect its true value? This could derail their personal retirement plan and their future lifestyle. Unfortunately, this happens often because […]

Why Stocks Have Rebounded So Quickly

Buckingham’s Managing Director of Investment Strategy Kevin Grogan shares some positive market developments and the “why” behind the optimistic forecast.

Why The Location Of Your Investments Matters

Most investors have a process for deciding which investments to buy in their portfolio—with different objectives for building wealth over time. But once you’ve selected your investment mix, have you considered how the account that holds your investments affects what you ultimately earn? A potential game changer for your expected returns is the amount of […]

Invest Like A Girl

Investing can be an overwhelming process. Due to circumstances beyond their control, women face additional challenges and hurdles when it comes to growing their money. As a wealth planner, I have identified several areas of concern that may impact a woman’s financial health. Don’t worry, I’ve also included solutions and tips to help even the […]

The “4 Rs” of Behavioral Finance

In his book, “Thinking, Fast and Slow” , psychologist Daniel Kahneman examines the two brain systems that drive the way we think while also shining light on the common biases that impact decision making. As it turns out, our brains are hard-wired to make fast, intuitive and emotional decisions shaped by our own biases and generalizations. […]

Buckingham Advisors Named in Investopedia’s 100

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 hiring selections! Cheers to Buckingham Wealth Partners’ Head of Planning Strategy Michael Kitces for once again being awarded Investopedia’s Most Influential Advisor. Michael’s respected thought leadership, ability to shape strategic […]

Tax-Loss Harvesting: Making Lemonade out of Lemons

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Like kingdoms, tides and my teenage daughter’s emotions, the stock market rises and falls. Although market downturns are inevitable and expected, they are never pleasant to experience. On the bright side, these dips present an opportunity to make the proverbial lemonade out of lemons by allowing Uncle Sam to share the pain. This is accomplished […]

Are You Staying Ahead Of The Curve?

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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 to help clients fulfil their lifelong dreams, guide them in periods of transition and provide support during challenging times. However, as firms grow, advisors are often forced to focus on […]

The Human Side of Financial Planning

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Buckingham Wealth Advisor and Registered Life Planner® Ken Rosenbaum explains how utilizing an advisor who specializes in Life Planning can help you live your most rewarding, authentic and full life.

Five Ways Women Can Take Control of Their Finances

Women’s individual and collective experiences, situations, challenges and solutions vary widely. This makes it nearly impossible – and irresponsible – to apply a “one size fits all” approach to women’s wealth management. But one thing we do know, our paths to achieving financial stability and success can vary greatly from those of men. Rather than […]

Join Us at Engage 2022, Save On Registration

Expert programming is the engine that drives AICPA® & CIMA® ENGAGE 22. From new regulatory updates to the latest strategies for high-income individuals, our presenters and panelists will elevate your expertise personal financial planning, estate planning, tax and additional, focused learning tracks. Hear from Buckingham’s Kevin Grogan and Jeffrey Levine as they share their perspectives […]

Planning for a Loved One with Special Needs

The US Census Bureau has reported that one in five individuals suffer from an intellectual, physical or mental disability. While many government programs and benefits are available, it is often hard to maneuver through the sea of red tape to take advantage of them. By not planning for the future of your loved one, you could […]

Perspectives for 2022: Buckingham’s Thoughts on the Year Ahead

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The market will go up and the market will go down. No matter which direction it is headed, your best defense is to speak with your financial advisor about developing a risk-tolerant plan and sticking to it- while, as I like to say, controlling the “controllables.”

Do We Buy It or Do We Build It?

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 scale, companies like Apple, Amazon, Netflix and Microsoft all buy some of their services. Conventional wisdom mandates that a modern company only build tools that enhance ROI and build up […]

2021’s Investment Lessons

Every year, the market gifts us invaluable lessons on investment strategies. While each year is different, many of these lessons are reinforced or repeated year after year; that’s why one of my favorite sayings is that there’s nothing new in investing, only investment history you don’t know. Before you read the 10 lessons 2021 taught […]

Patience Pays in Volatile Markets

With the recent uptick in market volatility and the poor start to the year for the U.S. stock market, I wanted to recap where markets stand and reiterate three time-tested principles that I believe are as relevant now as they have been over the modern history of financial markets. Zooming out, it is first important […]

5 Opportunities to Create a Living Legacy

5 Ways to Create a Living Legacy

WARNING: When planned correctly, witnessing the effect of your generosity and passion can be highly addictive! Most people don’t give much thought to legacy planning aside from considering their will as they age and thinking about what to do with what might be left when they pass away. This approach is not nearly as much […]

Marathons & Markets: You’ve Trained For This!

Lately, we’ve seen a meaningful uptick in market volatility fueled by economic instability here and abroad. From Chinese real estate woes threatening to disrupt their economy, to political wrangling in Washington that will continue to ripple through our own, there’s no escaping that the headlines have near-term market impacts around the world. But if the […]

Integrate Your Personal Values and Financial Goals with ESG Investing

The following is an adapted excerpt from the conclusion of the forthcoming book “Your Essential Guide to Sustainable Investing” by Sam Adams and Larry Swedroe. Sam and Larry summarize some of the topics they cover in the book and present some key takeaways. The financial services industry has responded to demands for sustainable investment strategies […]

You Have to Stay the Course to Reach the Summit

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When it comes to meeting your most important financial goals, time in the market can be a significant factor. And that means sticking with your financial life plan for the long haul, through the market’s ups and downs and across inevitable – sometimes lengthy – periods of underperformance.

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