As we’ve learned, economic circumstances can at times change relatively quickly and unpredictably. Companies in some sectors may suffer while others thrive. Your personal economy, which is based on your particular situation, may be completely different than your neighbor’s.
Read MoreIndependent of one’s political leanings, it’s becoming increasingly likely that U.S. taxpayers are heading into an environment of higher tax rates and more progressive tax policy. While specifics are still in development, questions and implications abound as to how changes in long-term capital gains rates, estate tax exemption limits and income tax rates may impact your client’s financial lives.
Read MoreNot long ago I asked a philanthropic-minded member of the community for their thoughts around establishing a private foundation. After some reflection, this individual responded that they didn’t feel comfortable with the idea of others carrying forward their charitable mission, as whoever is chosen to lead the foundation could try to steer its resources toward their own causes.
Read MoreBuckingham Chief Investment Officer Jared Kizer, CFA provides perspective on the scope of the hot streak and each “slice” of the stock market has been impacted.
Read MoreInflation seems to be on the tip of everyone’s tongue. In our latest Ask Buckingham we break down what’s going on with inflation, how it’s tracked and how it could impact your investment portfolio.
Read MoreBeing wrong stinks, but having been wrong can be great (it means you are now less mistaken than before). That's why acknowledging errors and exploring a spectrum of angles and attitudes can help us better navigate certain areas of life and money.
Read MoreNobody minds market volatility when it’s in the upward direction. But recently we’ve gotten plenty of the type of volatility that we don’t like so much as investors, the kind that inspires headlines with words like “plunge” and that end with exclamation points.
Read MoreSometimes we do get ourselves stuck, but other times we simply find ourselves marooned in the in-between—where the present feels more like the past, but the future is uncertain.
Read MoreKevin Grogan, managing director of investment strategy for Buckingham Wealth Partners explains the dissonance between a faster than expected market recovery leading to market challenge. We cut through the headlines to talk about why the stock market is going down when the economy is heating up!
Read MoreBoth as an advisor and a parent of teens, I asked one of the most knowledgeable people I know on the topic of college planning, my colleague Dave Ressner, a wealth advisor and education planning specialist. And he answered.
Read MoreWherever you are on the continuum from now until your personal retirement then, consider using your imagination to help increase your motivation to save for the future.
Read MoreA tool for surviving market volatility. Tim Maurer with a vital ingredient for investing success: Grit.
Read MoreWhen evaluating how much your reinsurance fund costs, don’t just look at the expense ratio. Rather, writes Larry Swedroe, look at the value it adds relative to the expense ratio.
Read MoreSince 2002, S&P Dow Jones Indices has published its biannual Indices Versus Active (SPIVA) reports, which compare the performance of actively managed equity funds to their appropriate index benchmarks. It also puts out a pair of scorecards each year that…
Read MoreResisting recency bias, writes Larry Swedroe, is the key to earning the premiums available from all risk assets, including reinsurance.
Read MoreMaterial wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don’t have to wait on an estate to forge a legacy.
Read MoreDo you think Warren Buffett is spending time worrying about a yield curve inversion? Larry Swedroe explains why he suspects not, and offers some reasons that you shouldn’t either.
Read MoreIn his latest quarterly review, Larry Swedroe tallies up how 2019’s “sure thing” market and financial forecasts have fared through the year’s halfway point.
Read MoreBeen there, done that on vacation? Get out of the bubble, Tim Maurer writes, and organize a trip that expands your mental, physical and spiritual horizons through the pursuit of adventure and acts of service.
Read MoreLarry Swedroe looks at how home-country bias and recency can imperil proper international diversification.
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