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 Buckingham Strategic Partners has a host of helpful resources that feature straight-forward insight from experienced thought leaders.  

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As a member of Buckingham Strategic Partners, we can share their content and market insights around evidence-based investing. If you have any questions or concerns, please reach out to your Pugh Wealth Advisor.

Creating a Financially Organized Life
Creating a Financially Organized Life

Do you need a better system to organize all your important documents?   Are bill, statements, policies and other financial forms stacking up on you?   If so, this article on how to create a more financially organized life may be helpful to you.  There are some great...

Ring in the New Year with a Fresh Look at Your Financial Plan
Ring in the New Year with a Fresh Look at Your Financial Plan

As you kick off the new year, six strategies will help guide your path to becoming more financially prepared for whatever lies ahead. January is not only a perfect time to implement your personal and professional resolutions – it’s also a great reminder to review your...

Insights and a numerical overview
Insights and a numerical overview

The year 2022 was an unpleasant one for investors. The Dow Jones Industrial Average (30 stocks) and the broader-based S&P 500 (500 stocks spread across major industries) peaked as the year began (Yahoo Finance data). The Fed’s response to stubbornly high inflation...

How the Change in Retirement Laws Will Affect You
How the Change in Retirement Laws Will Affect You

I hope everyone had a wonderful holiday season. Whether you reached your personal goals last year or faced challenges, a new year brings new opportunities and a fresh start. Let’s jump right into this month’s topic. The Setting Every Community Up for Retirement...

Strategies for Year-End Charitable Giving
Strategies for Year-End Charitable Giving

In addition to choosing charities that match your values, your donations have implications for your tax returns and future investment strategies. Financial advisors have the knowledge to help clients meet their gift-giving goals while also being smart about taxes....

The Great Retirement Debate
The Great Retirement Debate

New Year's Resolutions?   To make a list or not, that's the question?   What are your goals for the year(s) ahead?   If you are considering major life changes such as retirement, we have a podcast for you!   The Great Retirement Debate with Jeffrey Levin of Buckingham...

2022 Year-End Financial Planning Checklist
2022 Year-End Financial Planning Checklist

Fall is an ideal time to examine your financial health and update your financial plans.  It can be difficult to know where to start so we've provided a helpful checklist to make the process a little easier.   Of course, you are always welcome to call us with questions...

Video: Buckingham Weekly Perspectives | Private Credit Markets
Video: Buckingham Weekly Perspectives | Private Credit Markets

Private credit has been used for decades in traditional banking channels, but since the financial crisis it has been gaining momentum in capital markets. In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer explains what private...

Top 10 Things to Do Before 2022 is Over
Top 10 Things to Do Before 2022 is Over

The holidays usher in a joyful time of family gatherings, holiday parties, fun with friends and the promise of a bright new year. But before you put a bow on 2022, there are a few financial housekeeping tasks that you should review. From my experience with clients, I...