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Quarterly Outlook: Is a Soft Landing in Sight?

Quarterly Outlook: Is a Soft Landing in Sight?

Will the Fed begin lowering rates for this year? Our Quarterly Outlook explores what may lie ahead for markets. Read More...

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2024 Outlook for Interest Rates

2024 Outlook for Interest Rates

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares his outlook for interest rates in 2024. Read More...

Video
The New Year Brings Big Questions for Markets

The New Year Brings Big Questions for Markets

With uncertainty surrounding future monetary policy and a looming presidential election, Investment Strategy Manager Alex Kluesner looks at the biggest… Read More...

Article
Is Investing in Preferred Stock a Smart Strategy?

Is Investing in Preferred Stock a Smart Strategy?

Jared Kizer provides insight into investing in preferred stock and our assessment of whether it makes sense as a part… Read More...

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Buckingham Connects Quarterly Webinar: December 2023

Buckingham Connects Quarterly Webinar: December 2023

Our thought leaders provide an outlook for next year, discuss the potential impact of the presidential election and share planning… Read More...

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The Gift that Lasts Forever: Teaching Your Children About Money

The Gift that Lasts Forever: Teaching Your Children About Money

How and when should you begin teaching your children about the value of money? Starting early can make a big… Read More...

Article
Is it a Good Time to Invest in Commodities?

Is it a Good Time to Invest in Commodities?

Jared Kizer explores the potential benefits and disadvantages when investing in commodities and how they can open your portfolio to… Read More...

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2024 Planning Considerations and Strategies for Individual Taxpayers

2024 Planning Considerations and Strategies for Individual Taxpayers

They say hindsight is 20/20, but tax planning shouldn’t simply be based on what has worked in the past. Upcoming… Read More...

Article
Is the 60/40 Portfolio Dead?

Is the 60/40 Portfolio Dead?

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4 Charitable Giving Strategies to Maximize Your Impact

4 Charitable Giving Strategies to Maximize Your Impact

With the year coming to an end, now is an excellent time to revisit your philanthropic plan and review the… Read More...

Article
Index Funds: What Are They and When Should You Use Them?

Index Funds: What Are They and When Should You Use Them?

Many investors may be familiar with index funds, but how do you decide if they are right for your portfolio,… Read More...

Video
Small Steps to Take Before 2024 That May Help Save Big

Small Steps to Take Before 2024 That May Help Save Big

While taxes may be the last thing on your mind during the holiday season, small steps you take now may… Read More...

Article
How Could Rising Geopolitical Risks Affect the Markets?

How Could Rising Geopolitical Risks Affect the Markets?

As concerns rise about the conflict in the Middle East, investors are asking what the impact could be on financial… Read More...

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Social Security and Medicare: How to Plan for Next Year

Social Security and Medicare: How to Plan for Next Year

Find out why reviewing your Medicare plans now may lead to significant health care savings over the long term. Read More...

Article
The Economic Outlook for Q4 2023

The Economic Outlook for Q4 2023

We recently released our latest Quarterly Outlook, and the main takeaway is that inflation is still cooling and is now… Read More...

Video
Quarterly Outlook: Too Early to Declare Victory Against Inflation

Quarterly Outlook: Too Early to Declare Victory Against Inflation

Is the Fed finished hiking rates for the year? Our quarterly outlook explores why the economy may not be cooling… Read More...

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