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Marathons & Markets: You’ve Trained For This!

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…

Gifting Money? Develop a Plan

2021 – 08/18 by Connie Brezik You’ve worked hard, you saved, you invested wisely, and you controlled spending. Your financial plan worked, and now you have money (or other assets) to share. But questions linger in your mind about whether you should do so and with whom. Many people do not give away money or…

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