Resources

Economic Views: Inflation May Have Peaked as New Year Begins

2023 – 01/17 by Larry Swedroe As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession. However, risks remain, which could lead to sustained higher interest rates and more headwinds to stock and bond returns. Top Risks: The trajectory of…

2022’s Investment Lessons

2023 – 01/17 By Larry Swedroe While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event. That’s why one of my favorite sayings is that there’s nothing new in investing, only investment history you don’t know. Last year, however, investors did…

Ring in the New Year with a Fresh Look at Your Financial Plan

2023 – 01/02 by Buckingham Strategic Partners January is not only a perfect time to implement your personal and professional resolutions – it’s also a great reminder to review your financial goals, plans and strategies. Decades of data have proven that successful financial outcomes are more likely to happen because of purposeful and thoughtful planning….

How to Share Your Values with Legacy Letters

2022 – 12/19 by Mark Smith, Wealth Advisor In wealth planning, it’s important to consider not just tangible assets but also the impact you hope to make on your community and family. This is often called one’s legacy, and a big component of that is intangible assets: your values and life lessons that can be…

The Great Retirement Debate

2022 – 11/10 by Jeffrey Levine In his latest venture, Jeff Levine has teamed up with financial heavyweight Ed Slott of Ed Slott and Company to launch a brand new, consumer-friendly podcast, The Great Retirement Debate. In each episode, Jeff and Ed will go head-to-head knocking out critical topics in the retirement landscape. Through a…

Top 10 Things to Do Before 2022 is Over

2022 – 11/07 by Alyssum Malone The holidays usher in a joyful time of family gatherings, holiday parties, fun with friends and the promise of a bright new year. But before you put a bow on 2022, there are a few financial housekeeping tasks that you should review. From my experience with clients, I have…

The A, B, Cs of Medicare

2022 – 10/10 by Buckingham Strategic Partners From Oct. 15 to Dec. 7, 2022, qualified participants can sign up to take part in the federal government’s insurance plan. If you are overwhelmed by the process, definitions and complexities of Medicare, you are not alone. According to the Centers for Medicare & Medicaid Services (CMS), almost…

How to Navigate Your Student Debt Relief Options

2022 – 10/18 by Becca Craig There are three major parts to Biden’s plan to help those dealing with student loan debt. Over the past 12 months, the Department of Education under the Biden-Harris administration has championed a metric ton of program revisions and policy changes to the federal student loan system. The most recent Student…

Economic Brief: Labor Market Remains Tight as Global Risks Rise

2022 – 10/03 by Larry Swedroe, Head of Financial and Economic Research Main Takeaway: While inflation has moderated since June, it remains stubbornly high, and the Federal Reserve took further action by raising its benchmark rate again in September. Shocks happening abroad are the main contributor, and speculation about the world entering recession early next…

What Caused Market Volatility to Rise

2022 – 09/30 Jared Kizer, Chief Investment Officer September turned out to be a tough month for markets after performance started to look a little brighter late this summer. Earlier in the year, the key worry for markets was that the Federal Reserve was not acting fast enough to tighten monetary policy and that rising…

How to Start Strategizing for Charitable Giving Season

2022 – 09/12 by Elliot Dole As we approach the busy holiday season, now is a great time to start thinking about which charities match your values for end-of-the-year donations. According to Giving USA’s annual report on philanthropy, individuals, bequests, foundations and corporations gave an estimated $484.85 billion to U.S. charities in 2021. This year, charities…

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