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Media Type: Video

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.

Buckingham Connects Quarterly Webinar: April 2023

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Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.

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.

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. 

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.

Tech Solutions with Buckingham Strategic Partners

As Michael Kitces’ FinTech Solution Map shows, there is no shortage of tech solutions available to help advisors. When you partner with Buckingham Strategic Partners, we help remove the complexities of these many solutions. You are easily able to streamline and integrate your FinTech needs. Check out how our platform eliminates the necessity for several […]

Buckingham Weekly Perspectives | Inflation: How Did We Get Here?

Last week, the U.S. Bureau of Labor Statistics released September’s inflation data. The results were less than encouraging. How did we wind up with inflation running over 8% for an extended stretch? On this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares the causes of high inflation and how world […]

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.

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.

Planning for Growth

Planning for Growth Webcast Replay

Enjoy a recap of our webcast, Planning for Growth, where we delve into the ways Buckingham can free up an advisor’s valuable time to nurture their clients.

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