investing

Why The Location of Your Investments Matter

2022 – 08/15 by Patrick Kuster, CFP®, AIF® Most investors have a process for deciding which investments to buy in their portfolio—with different objectives for building wealth over time. But once you’ve selected your investment mix, have you considered how the account that holds your investments affects what you ultimately earn? A potential game changer…

Invest Like a Girl

2022 – 08/01 by Katie (Keary) Marsden, CFP®, CDFA® Investing can be an overwhelming process. Due to circumstances beyond their control, women face additional challenges and hurdles when it comes to growing their money. As a wealth planner, I have identified several areas of concern that may impact a woman’s financial health. Don’t worry, I’ve…

Treasury Inflation-Protected Securities

2022-06/29 While Treasury Inflation-Protected Securities (TIPS) may not be as well-known as conventional Treasury bonds, they are gaining popularity due to their ability to hedge against inflation risk.  In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer gives the low down on this high-quality security and why it may be an excellent…

How Are Recent Events Affecting Markets

2022 – 06/22 Over the past few weeks, the market has been nothing short of a roller coaster ride.  Intensified volatility, sky-high inflation and the Federal Reserve’s increase in the fund’s rate has left many people anxious.  Buckingham’s Chief Investment Officer Jared Kizer share the reasons why the market acted so dramatically, and some positive…

Tax-Loss Harvesting: Making Lemonade out of Lemons

2022 – 06/21 by Kent Schmidgall Like kingdoms, tides and my teenage daughter’s emotions, the stock market rises and falls. Although market downturns are inevitable and expected, they are never pleasant to experience. On the bright side, these dips present an opportunity to make the proverbial lemonade out of lemons by allowing Uncle Sam to…

The Human Side of Financial Planning

2022 – 06/06 by Ken Rosenbaum What would you do if money was no object? As a Buckingham Wealth Advisor and Registered Life Planner® (RLP), this is one of the first questions I ask my clients. As you may guess, responses include retiring early, spending quality time with their toes in the sand, sending their child…

Prepare Your Portfolio for Midterm Elections

2022 – 05/09 by Daniel Campbell, Investment Analysis Manager Midterm elections are just a few months away. This can mean only one thing … a flurry of political ads interrupting your favorite television shows. All jokes aside, you can also expect to see plenty of platforms built around the President’s handling of the pandemic, the…

Five Ways Women Can Take Control of Their Finances

2022 – 03/24 by Becca Craig Women’s individual and collective experiences, situations, challenges and solutions vary widely. This makes it nearly impossible – and irresponsible – to apply a “one size fits all” approach to women’s wealth management. But one thing we do know, our paths to achieving financial stability and success can vary greatly…

Do We Buy It or Do We Build It?

2022 – 02/08 by Ben Slater, Divisional Manager at Buckingham Strategic Partners It’s a question every growing business eventually faces: Do we buy it or do we build it? To meet client demands and create economies of scale, companies like Apple, Amazon, Netflix and Microsoft all buy some of their services. Conventional wisdom mandates that…

2021’s Investment Lessons

2022 – 02/02 by Larry Swedroe, Chief Research Officer Every year, the market gifts us invaluable lessons on investment strategies. While each year is different, many of these lessons are reinforced or repeated year after year; that’s why one of my favorite sayings is that there’s nothing new in investing, only investment history you don’t…

Patience Pays in Volatile Markets

2022 – 01/28 by Jared Kizer, Chief Investment Officer With the recent uptick in market volatility and the poor start to the year for the U.S. stock market, I wanted to recap where markets stand and reiterate three time-tested principles that I believe are as relevant now as they have been over the modern history…

Do Low Fixed Income Yields Have You Worried About Retirement?

2021 – 11/01  by Kevin Grogan, Managing Director Investment Strategy Given today’s low-yield environment for fixed income, it makes sense to ask what else you can do when it comes to retirement planning and your portfolio. Kevin Grogan, Buckingham’s Managing Director of Investment Strategy, discusses how to think about fixed income investing in a low-interest-rate…

You Can’t Get Outperformance Without Underperformance

2021 – 05/28 by Tim Maurer, CFP® Nobody minds market volatility when it’s in the upward direction. But recently we’ve gotten plenty of the type of volatility that we don’t like so much as investors, the kind that inspires headlines with words like “plunge” and that end with exclamation points. It presents an opportunity, therefore,…

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