Resources

Patience Pays in Volatile Markets

2022 – 01/28 by Jared Kizer, Chief Investment Officer With the recent uptick in market volatility and the poor start to the year for the U.S. stock market, I wanted to recap where markets stand and reiterate three time-tested principles that I believe are as relevant now as they have been over the modern history…

2022 Tax Updates for Baby Boomers

2022 – 01/24 by Patrick Kuster, CFP®, AIF® Paying taxes is something you can’t escape; but being aware of new tax rules and revised federal deadlines can make preparing and paying your taxes a little less painful each year. Here are five major tax revisions – plus noteworthy cutoff dates – every baby boomer needs…

Getting Real About Retirement Risks and Rewards

2021 – 12/27 by Adam Yofan No two retirements are ever going to look exactly the same, because each of us will enter that phase of life with a different set of circumstances, expectations and financial realities. But by exploring a few hypothetical scenarios, we should be able to shed some light on holistic financial…

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…

5 Opportunities to Create a Living Legacy

2021 – 11/30 by Stephanie Guerin, CFP WARNING: When planned correctly, witnessing the effect of your generosity and passion can be highly addictive! Most people don’t give much thought to legacy planning aside from considering their will as they age and thinking about what to do with what might be left when they pass away….

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…

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…

Do Low Fixed Income Yields Have You Worried About Retirement?

2021 – 11/01  by Kevin Grogan, Managing Director Investment Strategy Given today’s low-yield environment for fixed income, it makes sense to ask what else you can do when it comes to retirement planning and your portfolio. Kevin Grogan, Buckingham’s Managing Director of Investment Strategy, discusses how to think about fixed income investing in a low-interest-rate…

Maximize Your Impact: Charitable Giving Strategies

2021 – 10/18 by Jeffrey Levine, Chief Planning Officer With the giving season nearly upon us, now is an excellent time to revisit your charitable intentions for the year. After all, our values tend to guide many of our financial decisions, including charitable giving goals, so it’s natural to incorporate both into a holistic plan….

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…

Are You a Smaller, a Baller, or an Aller?

2021 – 09/21 by Jeffrey Levine Whether it happens sooner (perhaps as early as next year) or later (but likely no later than 2026), there’s a good chance we’re going to see a significant drop in the federal estate tax exemption amount. And while there’s some uncertainty around exactly when it will happen, one thing…

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