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...

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...

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...

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...

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....

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...

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...

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...

As Buckingham advisors help clients plan for retirement, they have to make assumptions about expected returns on stocks and bonds. In this edition of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares how we use capital market...

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...