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It Takes a Team
It Takes a Team

Michael Jordan, the Manning brothers, Roy Keane, and a long list of other icons revered for their standout accomplishments in sports, business and even government have also had strong teams behind them. If we are to believe the stories, these leaders nudged everyone...

Leveraging Tax-Savings Opportunities with the Help of an Advisor
Leveraging Tax-Savings Opportunities with the Help of an Advisor

Whether it be in our personal lives, national affairs or world events, the only constant is continuous change. The same can be said in politics, legislation and taxes. For the majority of 2021, we analyzed the potential impact of President Biden’s economic legislation...

The Big Spend
The Big Spend

Put down your mask and pick up your credit cards! The big spend is upon us… It’s hard to believe that it has been two years since COVID-19 blindsided the planet. What most thought was going to be a temporary work and school hiatus evolved into a multi-year global...

Buckingham Weekly Perspectives-April 20, 2022
Buckingham Weekly Perspectives-April 20, 2022

The conflict in Ukraine has caused many to worry about their overseas investments. In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer, CFA explains the pros and cons of having a portion of your stock allocation dedicated to...

How an Advisor Helps His Daughter Search for Her Dream College
How an Advisor Helps His Daughter Search for Her Dream College

Do you have a college age child?   If not, get ready because it comes at your in a flash!   As you well know, as soon as you bring your newborn baby home all the milestones start coming at your in rapid-fire style!  David Ressner of Buckingham Strategic Partners has...

Planning for a Loved One with Special Needs
Planning for a Loved One with Special Needs

Ensuring that your special needs child is protected and cared for can weigh heavily on the hearts and minds of parents.  One way to ease that worry is to have a plan in place.   Below is a great article from our colleagues at Buckingham Strategic Partners that you may...

2021’s Investment Lessons
2021’s Investment Lessons

Every year, the market gifts us invaluable lessons on investment strategies. While each year is different, many of these lessons are reinforced or repeated year after year; that’s why one of my favorite sayings is that there’s nothing new in investing, only investment...

Saving Strategies for Your Child or Grandchild’s Future
Saving Strategies for Your Child or Grandchild’s Future

Author:   Buckingham's Katie Keary, Wealth Advisor It is no secret that kids can cost a pretty penny – raising a child from birth to 18 years of age can eclipse $230,000, an annual expense of nearly $13,000. Once you get past parenthood’s sticker shock, as well as the...

You Can’t Get Outperformance Without Underperformance
You Can’t Get Outperformance Without Underperformance

Author:  Buckingham's Tim Maurer, CFP Nobody 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...

Code Name: Monte Carlo
Code Name: Monte Carlo

Sheldon McFarland What do you get when you assemble a dozen or so of nuclear science’s greatest minds, give them access to the world’s first electronic general-purpose digital computer, and spend $2 billion during the height of World War II? An atomic bomb of course,...