Is the 60/40 Portfolio Dead?
Chief Investment Officer Kevin Grogan covers the current state of the 60/40 portfolio.
Index Funds: What Are They and When Should You Use Them?
Kevin Grogan provides an overview of index funds and dives deeper into their complexities, including the potential benefits, disadvantages and best practices when deciding between index funds and active investment strategies.
Behind the Scenes: The First 90-Days with Buckingham Strategic Partners
The decision to outsource investments and back-office tasks can feel stressful and overwhelming, especially when coupled with an unknown impact on your firm, your clients and your future. Get the inside scoop from advisors who made the leap.
How Could Rising Geopolitical Risks Affect the Markets?
Jared Kizer addresses investors’ concerns about geopolitical risks and shares insights on making portfolio adjustments based on these events.
The Economic Outlook for Q4 2023
Kevin Grogan provides an overview of the latest Quarterly Outlook and highlights the key points, risks to the economy and sources of stability.
