Picking stocks, or trying to choose the companies that will outperform the broader market, has been an ambition of investors for years. And even the professional fund managers struggle to pick the winners from year to year.1 For those inclined to try, consider this framework first. Although the questions may be simple, they provide tremendous insight…
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…
“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…
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…
2022 – 10/10 by Buckingham Strategic Partners From Oct. 15 to Dec. 7, 2022, qualified participants can sign up to take part in the federal government’s insurance plan. If you are overwhelmed by the process, definitions and complexities of Medicare, you are not alone. According to the Centers for Medicare & Medicaid Services (CMS), almost…
2022 – 10/18 by Becca Craig There are three major parts to Biden’s plan to help those dealing with student loan debt. Over the past 12 months, the Department of Education under the Biden-Harris administration has championed a metric ton of program revisions and policy changes to the federal student loan system. The most recent Student…
2022 – 10/17 by Buckingham Strategic Partners Social Security benefits will go up 8.7% in 2023, the largest adjustment in four decades. Here’s why you don’t need to rush to file to benefit from the increase. With all the talk about inflation these days, you may have heard the news that the 2023 cost-of-living adjustment…
2022 – 10/03 by Larry Swedroe, Head of Financial and Economic Research Main Takeaway:While inflation has moderated since June, it remains stubbornly high, and the Federal Reserve took further action by raising its benchmark rate again in September. Shocks happening abroad are the main contributor, and speculation about the world entering recession early next year…
2022 – 09/30 Jared Kizer, Chief Investment Officer September turned out to be a tough month for markets after performance started to look a little brighter late this summer. Earlier in the year, the key worry for markets was that the Federal Reserve was not acting fast enough to tighten monetary policy and that rising…
2022 – 09/26 by William Morgan Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets. All the events that happen over our lifetime—going to college, getting married, having children, choosing to divorce and deciding when to…
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