Inflation seems to be on the tip of everyone’s tongue. In our latest Ask Buckingham we break down what’s going on with inflation, how it’s tracked and how it could impact client investment portfolios. Inflation seems to be on the tip of everyone’s tongue. In our latest Ask Buckingham we break down what’s going on…
New year, new administration, new fiscal and tax policy possibilities. We hosted a webcast with David Levin, Kevin Grogan, CFA, CFP® and Jeffrey Levine to discuss what we see in the current economic environment, what may be coming down the road and what it may mean for your clients’ financial plan. Watch the replay now!…
The holidays are nearing and it’s time to ponder gift ideas. While unwrapping a thoughtful present brings joy in the moment, creating experiences alongside such gifts can beget something to remember and relive. Read on for some ways to blend the excitement a gift brings today with its ability to inspire a more enduring sense…
Get off the election roller coaster. Read Chief Investment Officer Jared Kizer, CFA “Planning for Uncertain Times”, and share it with others in your life that may be feeling some mixed emotions today. By Jared Kizer, CFA, Chief Investment Officer, Buckingham Wealth Partners With last night’s election and ongoing health and economic concerns related to…
You may be hearing “Should I Change My Investment Plan Ahead of The Election?” Chief Investment Officer Jared Kizer talks election year markets and what you may be able to expect for your clients’ investment plans in the latest Ask Buckingham video. Watch now! Jared Kizer talks election year markets and what you may be…
“Do most people need to save more? Yes,” says Tim Maurer, dir. of advisor development at Buckingham Wealth Partners. “The way to do that may be figuring out what’s more important to them today.” Read more at CNBC. #retirementsavings http://p0w.co/2ty7xd
Think of recent market events like an ongoing test. Maybe even a really hard one. Larry Swedroe, Buckingham chief research officer has your study guide: Bear markets are simply a feature of the stock market; there’s always something to worry about; your investment strategy is based on evidence, data and logic; don’t’ confuse strategy with…
V-shaped, U-shaped, the dreaded L. Buckingham Director of Investment Strategy Kevin Grogan describes what these letter-shaped labels mean when used in the financial media to describe the various scenarios of an eventual economic recovery. Watch now. V-shaped, U-shaped, the dreaded L. Kevin Grogan describes what these letter-shaped labels mean when used in the financial media…
Oil trading below zero! Does this actually create an opportunity for investors? Could you actually buy oil at an extremely low price now that you could then benefit from in the future? Jared Kizer, chief investment officer, breaks down what’s happening to oil prices? http://upo.st/3fiaw6
What can the performance history of the S&P 500 teach investors about patience? Watch Theron Schaub, VP of Strategic Relations demonstrate the magic in the numbers from the S&P 500 index looking back between 1929 and 2019. http://upo.st/wvp3gm
Larry Swedroe looks at a study that breaks down how investors apply key motivations and beliefs when they’re making financial decisions. By Larry Swedroe What really matters to investors? Larry Swedroe looks at a study that breaks down how investors apply key motivations and beliefs when they’re making financial decisions. Find it on EvidenceInvestor.com By…
Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement. By Connie Brezik Old habits are hard to break. You may have been raised in a household where…
Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don’t have to wait on an estate to forge a legacy. By Tim Maurer Estate planning is one of the most technical—and terrifying—topics in the broad practice of…
Any duffer can hit a hole-in-one with enough luck. But, as Wealth Advisor Doug Buchan writes, being a scratch golfer – like being a scratch investor – requires patience in the winning strategy and the discipline to play your game. By Doug Buchan Here’s a quick tutorial for nongolfers; the rest of you skip to…
Do you think Warren Buffett is spending time worrying about a yield curve inversion? Larry Swedroe explains why he suspects not, and offers some reasons that you shouldn’t either. By Larry Swedroe Ever since December 3, 2018, when the yield curve inverted (with the yield of 2.83 percent on the five-year Treasury note one basis…
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