Resources

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…

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…

The “4Rs” of Behavior Finance

2022 – 07/18 by Sean Brooks In his book, “Thinking, Fast and Slow” , psychologist Daniel Kahneman examines the two brain systems that drive the way we think while also shining light on the common biases that impact decision making. As it turns out, our brains are hard-wired to make fast, intuitive and emotional decisions shaped by…

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…

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…

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.

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…

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…

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