Resources

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…

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…

Planning for a Loved One with Special Needs

2022 – 03/14 by Buckingham Strategic Partners The US Census Bureau has reported that one in five individuals suffer from an intellectual, physical or mental disability. While many government programs and benefits are available, it is often hard to maneuver through the sea of red tape to take advantage of them. By not planning for the…

Identity Theft Checklist and Prevention

2022 – 02/26 Identity Theft Prevention Identity theft occurs when someone steals your personal information to commit fraud, such as fraudulently opening accounts, gaining access to accounts, filing tax returns, filing for unemployment benefits, obtaining medical services, or sending fake bills to your health insurer, etc. Below are different ways to prevent identity theft and…

5 Strategies We Love

2022 – 02/14 By Buckingham Strategic Partners To mark Valentine’s Day this year, we asked five advisors to spread the love (the love of financial well-being, that is) by sharing a wide range of wealth planning tips that are near and dear to their hearts. So how does Buckingham love thee? Let us count the…

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…

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