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, 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 […]
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 […]
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, 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 […]
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 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 […]
Buckingham’s Managing Director of Investment Strategy Kevin Grogan shares some positive market developments and the “why” behind the optimistic forecast.
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 […]
Buckingham Chief Investment Officer Jared Kizer shares his thoughts on why inflation may fall, strategies to protect your portfolio and the predicted rates over the next decade.
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 […]
While there’s always uncertainty in the outlook for the economy and financial markets, a confluence of events has pushed the level of uncertainty to high levels.
During our Buckingham Connects webcast, we answered viewer’s questions about inflation’s impact, the job market, supply chain issues and more.
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. […]
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 […]
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 […]
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 […]
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.
How will the upcoming elections affect your portfolio? Buckingham’s Daniel Campbell offers three points to consider as America heads to the polls.
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 […]
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 […]
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 […]
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.”
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 […]
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 […]
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 […]
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 […]
Check out our Buckingham Talks webinar from earlier this week, as well as an update on what’s in and what’s out of the proposed legislation.
Kevin Grogan, Buckingham’s Managing Director of Investment Strategy, discusses how you can give yourself the best odds of meeting your retirement goals in today’s low-yield environment for fixed income.
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 […]
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 […]
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.
Akemi Dalvi of Kondo Wealth Advisors talks about her practice’s evolution into a generational planning firm serving the Asian-American community and why she approaches community-building among clients with a mix of fun and education.
Apollo Lupescu of Dimensional Fund Advisors discusses client education, effective communication strategies for advisors and the merits of simplifying your style.
Steve Atkinson connects with Larry Swedroe, who shares his story and what he’s learned about following the evidence and taking risks.