Student Loan Repayment Outlook: What You Need to Know
Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year.
What Kind of Returns Can You Anticipate from Your Portfolio?
This article explores how to evaluate performance beyond just the most popular benchmarks.
How to Align Your Charitable Giving with Your Values
Sara sighed as she stared at the stack of envelopes on her desk, the ones from the charities she had given to in the past. Next to it lay a blank page titled “2024 Giving Plan.” She had promised herself this year would be different – she’d have a clear strategy for her donations. But…
IRS Regulations on Required Minimum Distributions (RMDs)
In July, the IRS issued final regulations related to required minimum distributions (RMDs) from retirement accounts, clearing up some of the controversy and uncertainty surrounding changes made under the SECURE Act and the SECURE 2.0 Act. The final regulations, which go into effect on Jan. 1, 2025, confirm that non-eligible designated beneficiaries — generally someone…
Staying the Course During a Presidential Election Year
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares investing considerations to keep in mind as the 2024 presidential election approaches. As Election Day moves closer, it’s common for investors to start thinking about making changes to their portfolios. Even though market volatility tends to increase around elections, the markets have generally…
What’s Driving Recent Market Volatility
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains why a recent jobs report has stirred markets. At the start of August, the Bureau of Labor Statistics released a jobs report showing the unemployment rate at 4.3%. Although this remains historically low, jobless claims have slowly ticked up in recent months, and…
Top Estate Planning Mistakes to Avoid
Don’t treat estate planning as a one-time checkbox. People tend to consider an estate plan as something that should be addressed once but not necessarily revisited. The issue this presents is that subsequent life events are not considered. For example, you may welcome a new addition into your family after developing an initial estate plan….
How to Assess Your Investment Risk Tolerance
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses how to determine the risk you’re willing to take to meet your financial goals. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan addresses a common question from investors: How do I determine the right asset allocation for me? In other…
Quarterly Outlook: Inflation Eases, Recession Risk Falls
Main Takeaway Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Fiscal spending and the expectation that the Federal Reserve will cut interest rates have buoyed the American economy. Rates will likely stay higher for longer than anticipated at the start of the year, which continues to…
What Do Inverted Yield Curves Mean for Your Portfolio?
Chief Investment Officer Kevin Grogan explains what an inverted yield curve is and the implications for both stock and bond markets. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains what an inverted yield curve is and the implications for both stock and bond markets. Considered by some as a leading indicator…