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Dollar Cost Averaging

2022 – 07/06 Is it better to invest all your funds at once or should you utilize a dollar cost averaging approach and spread out your investments over time?  Buckingham’s Managing Director of Investment Strategy Kevin Grogan explains the evidence-driven “why” behind the answer, delves into the psychology of emotions and finances and shares how…

What the Build Back Better Plan Means For You

2021 – 11/05 by Jeffrey Levine, Chief Planning Officer Tax legislation doesn’t often feel like such a rollercoaster ride, but the Build Back Better social spending and infrastructure bill currently before Congress has given us quite a run as provisions in it got dropped, added back, and modified in successive versions. Below is a replay…

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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