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Most people dream about what they’ll do when they retire, but they don’t know how much money it will take to get there.  We use evidence-based investment strategies to help our clients prepare for the retirement of their dreams.


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Marathons & Markets: You’ve Trained For This!

  • October 11th, 2021

2021 – 10/11 by Jared Kizer, Chief Investment Officer of Buckingham Strategic Partners Lately, we’ve seen a meaningful uptick in market volatility fueled by economic instability here and abroad. From Chinese real estate woes threatening to disrupt their economy, to political wrangling in Washington that will continue to ripple through our own, there’s no escaping…

Long-Term Disability Insurance: You Likely Need More Protection Than You Have

  • October 4th, 2021

2021- 10/04 by Rob Ziliak, CFP®, Chief Experience Officer If your ability to pay your family’s monthly living expenses relies upon maintaining your current income, this article is for you. Or, if your future lifestyle needs, wants and dreams—your retirement goals, in other words—depend on your ability to save a certain portion of your income…

Are You a Smaller, a Baller, or an Aller?

  • September 21st, 2021

2021 – 09/21 by Jeffrey Levine Whether it happens sooner (perhaps as early as next year) or later (but likely no later than 2026), there’s a good chance we’re going to see a significant drop in the federal estate tax exemption amount. And while there’s some uncertainty around exactly when it will happen, one thing…

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