money

5 Factors to Consider Before Capital Investments

2022 – 08/22 by Buckingham Strategic Partners Whether you want to upgrade to the newest technology, need to replace worn equipment or give your lobby a facelift, what should you consider before making a capital investment in your business? Unlike recent years, business owners now face increasing costs to carry debt. How do you make…

Should You Refinance Your Student Loans?

2022 – 08/16 by Mike McAninch, CFP®, CPA As an advisor, I am often asked this question: “My student loans are in forbearance. Should I look to refinance now?” Like most of life’s situations, there is not a “one size fits all” answer to this question. Instead, one must look at their personal circumstances before…

Economic Brief: All Eyes on Inflation for the Remainder of 2022

2022 – 07/26 by Larry Swedroe, Chief Research Officer While there’s always uncertainty in the outlook for the economy and financial markets, a confluence of events has pushed the level of uncertainty to high levels, namely the Federal Reserve’s battle against inflation, Russia’s invasion of Ukraine and ongoing supply chain struggles. The markets have already…

3 Considerations to Protect Your Money

2022 – 05/18 by Kevin Grogan, CFA, CFP® How can you protect your personal finances during times of high inflation? On this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares three considerations to protect you money.

The Big Spend

2022 – 04/11 by Daniel Martinez, Director, Advisory Team Leadership Put down your mask and pick up your credit cards! The big spend is upon us… It’s hard to believe that it has been two years since COVID-19 blindsided the planet. What most thought was going to be a temporary work and school hiatus evolved…

A Refreshing Perspective on Money and Happiness

2021 – 12/13 by Alex Kluesner Eighteenth-century Swiss philosopher Jean-Jacques Rousseau said, “The money you have gives you freedom; the money you pursue enslaves you.” He clearly believed that money alone can’t guarantee happiness, and many other philosophers, business moguls, and philanthropists both before and after his time would agree. After all, it’s likely very…

Where to Save Your Next Available Dollar

2021 – 11/15 by Aaron Grey, CFP® Want to gift without guilt this year? Spending tends to increase around the holidays, and it can be easier to embrace those budgetary demands with joy and peace of mind knowing that you have a savings plan and your savings goals have been met. To help tick that…

Financial Alignment for Yourself and Your Family

2021 – 08/24 by Kurt Wunderlich In personal finance, it’s not what you make but what you keep that is important. In preparing the next generation to manage money, it’s not how much you know but what you model and share that matters most. Whether you have only lint in your pockets or are racing…

Sway with the Wind

2021 – 08/02 by Connie Brezik As we’ve learned, economic circumstances can at times change relatively quickly and unpredictably. Companies in some sectors may suffer while others thrive. Your personal economy, which is based on your particular situation, may be completely different than your neighbor’s. It often feels like trying to predict what things will…

The Joy of Being Wrong and the Danger of Desirability Bias

2021 – 07/12 by Tim Maurer, CFP® “No one enjoys being wrong,” Daniel Kahneman told Adam Grant, who recounted their conversation during a recent interview, “but I do enjoy having been wrong, because it means I am now less wrong than I was before.” Grant describes Kahneman, the psychologist seen as the originator of and greatest…

Effectively Navigating The In-Between Phases of Life and Work

2021 – 05/07 by Tim Maurer, CFP® Sometimes we do get ourselves stuck, but other times we simply find ourselves marooned in the in-between—where the present feels more like the past, but the future is uncertain. People talk a lot about finishing an existing project or starting a new one, but how can we effectively…

Your Home – and Financial – Edit

2021 – 05/05 by Connie Brezik “The Home Edit,” a company started by two enterprising women to blend home organizing and interior styling, seems to have really taken hold, especially during the stay-at-home days of 2020. There is a website and a popular Netflix series showcasing their makeovers. You can find tips and inspiration to…

How To Be Unhappy But Successful

2021 – 03/05 by Tim Maurer, CFP Are you measuring yourself in the gap or the gain?” No, this isn’t a question pitting retail clothing against laundry detergent. It’s a question posed by Greg McKeown, the author of the essential book Essentialism, in his recent 1-Minute Wednesday newsletter. Your answer matters, both in the way…

The Crazy Stuff We Do With Money – Explained

February 5, 2021 by Tim Mauer, CFP I’ve got some good news. You’re not crazy. That’s the message of one of my favorite books of 2020, “The Psychology of Money,” written by Morgan Housel and inspired by a popular blog post he wrote in 2018. It’s a compelling read and the book offers many great lessons, but…

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