November 21, 2022 – Matt Nelson Those who have inherited an IRA since 2020 may be finding it a challenge to keep up with evolving account distribution requirements and IRS messaging. Distribution rules the IRS proposed earlier this year only added to the confusion. Below are some common questions that should be considered when planning…
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…
January 17, 2023 – 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…
June 21, 2022 – Kent Schmidgall, Wealth Advisor 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…
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…
August 15, 2022 – Patrick Kuster, CFP®, AIF® Most investors have a process for deciding which investments to buy in their portfolio—with different objectives for building wealth over time. But once you’ve selected your investment mix, have you considered how the account that holds your investments affects what you ultimately earn? A potential game changer…
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…
By Daniel Campbell, CFA If you have been keeping a pulse on markets, you’ve seen the significant price swings so far this year. The S&P 500 has moved by 2% or more on 19 days already, while this only happened seven times in 2021¹, and it moved by more than 3% on five days, which…
November 30, 2021 – Buckingham Strategic Partners 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….
January 24, 2022 – 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…
January 28, 2022 – Jared Kizer, CIO Buckingham Strategic Partners 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…
Tips for Preventing Fraud Cybercrime and fraud are serious threats and constant vigilance is key. While our firm plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. This checklist summarizes common cyber fraud tactics, along with tips and best practices. Many suggestions…
October 11, 2021 – Jared Kizer, CIO 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 that the headlines have near-term market…
August 9, 2021 – Jada Diedrich If the pandemic has proven anything, it’s that life-altering occasions—both those we experience firsthand and those that merely present themselves as possibilities—have the potential to uproot even the firmest of financial plans. Why? Because reminders of what’s most important to us—wake up calls about how we spend our time…
May 18, 2021 – Larry Swedroe The issue of holding or selling an asset is one of the more frequent risk management problems I am asked to address. I hope the following will help you address the problem from the right perspective. Put yourself in the following situation: You are a wine connoisseur. You decide…
