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Interval Funds Versus Mutual Funds

Interval Funds Versus Mutual Funds

While many investors are familiar with mutual funds, interval funds can be a powerful tool to diversify your portfolio. In… Read More...

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Should You Allocate 100% of your Portfolio to Fixed Income?

Should You Allocate 100% of your Portfolio to Fixed Income?

Is it wise to allocate 100% of your portfolio to fixed income? In this episode of Buckingham Weekly Perspectives, Head… Read More...

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The Power of an Enrolled Agent as Your Financial Advisor

The Power of an Enrolled Agent as Your Financial Advisor

Amanda Otto shares what an EA is and how this advisor provides valuable insights on tax-efficient investment strategies, retirement planning,… Read More...

Article
The Economic Outlook for Q3 2023

The Economic Outlook for Q3 2023

What is on the economic horizon for the next few months? In this episode of Buckingham Weekly Perspectives, Chief Investment… Read More...

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6 Key Financial Considerations for Unmarried Couples

6 Key Financial Considerations for Unmarried Couples

Marriage may not be part of the plan for every couple. These strategies can help unmarried couples avoid conflict while… Read More...

Article
100 Buckingham Advisor Named in Investopedia’s 100

100 Buckingham Advisor 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… Read More...

Article
Quarterly Outlook Q3 2023: Recession Predictions Linger

Quarterly Outlook Q3 2023: Recession Predictions Linger

Although there have been some signs of progress, our quarterly outlook explores why it has been so difficult to slow… Read More...

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10 Key Elements of a Fulfilling Retirement

10 Key Elements of a Fulfilling Retirement

While we often talk about the financial aspects of retirement, it’s equally important to consider the emotional, mental and physical… Read More...

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Is Diversification Still a Viable Investment Strategy?

Is Diversification Still a Viable Investment Strategy?

With stocks and bonds considerably down in 2022, many investors are questioning if diversification is still a smart investment strategy.… Read More...

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Navigating Alternative Investment Strategies

Navigating Alternative Investment Strategies

Wondering if alternative investments are right for your portfolio? Although we remain skeptical of most alternative strategies, we’ve found a… Read More...

Article
High-Yield Dividend Paying Stocks

High-Yield Dividend Paying Stocks

Due to their regular cash flow and perceived lower risk, high-dividend paying stocks are popular with investors. But are they… Read More...

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Investing in High-Yield Fixed Income

Investing in High-Yield Fixed Income

  Jared Kizer takes a deep dive into high-yield corporate bonds and shares three reasons why these investments are not… Read More...

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The Financial and Emotional Impact of Sudden Wealth

The Financial and Emotional Impact of Sudden Wealth

Whether it’s from an inheritance, settlement, divorce, a major sale, initial public offering (IPO) of your business or winning the… Read More...

Article
A Comparison Between Exchange-Traded Funds (ETFs) and Mutual Funds

A Comparison Between Exchange-Traded Funds (ETFs) and Mutual Funds

Exchange-traded funds (ETFs) and mutual funds are two of the most popular investment strategies being utilized today. In this episode… Read More...

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3 Lessons from the Debt Ceiling Crisis

3 Lessons from the Debt Ceiling Crisis

The country breathed a collective sigh of relief as Congress recently passed the highly anticipated debt ceiling agreement. Head of… Read More...

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Levers and Landmines of Annuity Products

Levers and Landmines of Annuity Products

Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are… Read More...

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