2022 – 07/06
Is it better to invest all your funds at once or should you utilize a dollar cost averaging approach and spread out your investments over time? Buckingham’s Managing Director of Investment Strategy Kevin Grogan explains the evidence-driven “why” behind the answer, delves into the psychology of emotions and finances and shares how he personally handles this subject in his own portfolio.
R-22-3995
Congratulations! As part of your organization’s compensation program, you’ve been given restricted stock units (RSUs). You’re probably thrilled by the potential extra income,
2021 – 05/06 by Kurt Wunderlich Making big, hairy, audacious goals is easy. Achieving those goals by yourself is much harder. Nearly everyone has had some experience with just how difficult successful personal or financial change can be, and especially sticking with it over time. For evidence, look no further than the infamous New Year’s…
February 5, 2021 by Tim Maurer, CFP “For the simplicity that lies this side of complexity, I would not give a fig, but for the simplicity that lies on the other side of complexity, I would give my life.” – Oliver Wendell Holmes The most basic forms of financial planning are nearly worthless. This is because they are…
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…
2021 – 01/08 by Jeffrey Levine When it comes to retirement planning and building up the proverbial nest-egg, there are few pieces of advice more universally accepted than “save as much as possible as early as possible.” Certainly, taking such action is often one of the best ways to grow your retirement savings, but like…
2022 – 02/28 By Jared Hoffman, Managing Director, Strategic Initiatives Benjamin Franklin is often credited as saying, “In this world nothing can be said to be certain, except death and taxes.” If Franklin were alive today, besides being relieved electricity has evolved beyond a kite and key in a thunderstorm, he might add a third…
Without sound financial guidance, how can you grow, live, and retire well? At Bland Garvey Wealth Advisors, we build a specific plan based on your needs, wants, and wishes so you can have a clear picture of how to reach your goals.
Please fill out this simple form so we can best understand your needs. We’ll reach out shortly to schedule a call with one of our wealth advisors.
Going it alone in your money decisions can mean missing out on opportunities. At Bland Garvey, our tax, accounting, and wealth advisor teams provide the financial expertise you need to grow, live, and retire well.
Please fill out this simple form so we can best understand your needs. Then, a member of our team will reach out (from 972-231-2503) to schedule an initial 15-min call.
