Buckingham Connects Quarterly Webinar: July 2024

Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations and other developments on the horizon that may have an impact on your financial plan. During this recorded webinar, Chief Investment Officer Kevin Grogan, CFA, CFP® reviewed market performance, interest rates, the path of inflation, the housing market…

How Advisors Can Be the Calm in the Storm

Imagine facing a financial hurricane with your clients. The market is spiraling in the wrong direction, sending chills down their spine. To your clients, fear whispers “sell everything,” but you stay grounded, a steady hand on the tiller. Why? Because you are driven by evidence, and you’ve been here before. The secret weapon you possess…

Investing Strategies For Persistent Inflation

Chief Investment Officer Kevin Grogan shares strategies for protecting your portfolio against unexpectedly high inflation. Inflation has been a significant topic in 2024, as markets continue to try to get a read on the economic data and what it may imply for future changes in monetary policy. In this episode of Buckingham Perspectives, Chief Investment…

Are You Ready to Retire? 4 Questions to Consider

“I have accumulated a comfortable nest egg. But am I ready to retire or should I continue working?” This is an increasingly common question many professionals ask themselves as they approach retirement. After spending decades working diligently and saving every dollar possible, transitioning to a lifestyle that relies on taking money out of savings accounts…

Is Now the Time to Invest in India?

India is having a big moment as some forecasters predict its GDP will double by 2031, and the World Economic Forum says it could become the world’s third-largest economy in the next five years. Demographics are playing a huge factor: India is a young, growing country with the working-age population expected to increase by 100…

Secure Your Next Adventure: Why Travel Insurance Shouldn’t Be an Afterthought

Picture your dream vacation, the experience of a lifetime. Imagine exploring ancient castles, wandering along cobblestone streets and soaking up medieval history. Or perhaps envision hiking craggy mountains, bathing in abundant sunshine and embracing the untamed wilderness. These adventures evoke hopes and dreams – and are often the result of achieving carefully planned savings goals.…