March 5, 2024 – Kevin Grogan, CFA, CFP® Chief Investment Officer Kevin Grogan provides insight into the impact of presidential administrations on investor behavior. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan provides insight into the impact of presidential administrations on investor behavior. During presidential election years, a question that often comes…
July 5, 2023 – Kevin Grogan, CFA, CFP® With stocks and bonds considerably down in 2022, many investors are questioning if diversification is still a smart investment strategy. In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan explores 50 years of quarterly returns and shares three reasons why we recommend diversification. From…
February 8, 2023 – Jared Kizer, CFA The arithmetic of active management is a simple investment concept that can be used to enhance portfolio performance. In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explores this idea, explains the two types of investors and shares the possible costs of active management….
March 13, 2023 – Jared Kizer, CFA The collapse of Silicon Valley Bank has caused many depositors to question the safety of their money. In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer takes a deep dive into what happened, why it occurred, the response of the Federal Reserve, how the…
December 21, 2022 From a return perspective, 2022 has been a challenging year for the stock market. In this edition of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares the highs and lows over the last year and his outlook for 2023. From time-to-time we share third-party articles/information that may be of…
August 31, 2022 Everyone is talking about President Biden’s student debt forgiveness program. You may be wondering how the recently announced changes may impact you and your loved ones. In this episode of Buckingham Weekly Perspectives, Chief Planning Officer Jeffrey Levine takes a deep dive into the details of this important plan. He covers: The…
September 28, 2022 In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares a broad perspective of what has happened, why it happened and the implications for investors. From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational…
June 15, 2021 – Featuring Jared Kizer CFA From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee,…
May 25, 2021 – Featuring Jared Kizer, CFA From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee,…
March 2, 2021 – Featuring Jared Kizer, CFA From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee,…
February 16, 2021 – Featuring Jared Kizer, CFA From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee,…
February 1, 2021 – Featuring Jared Kizer From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…
December 28, 2020 – Featuring Jeffrey Levine From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…
December 2, 2020 – Featuring Meir Statman From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…
September 29, 2020 – Featuring Jared Kizer From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee, expressed…
