BAM Alliance

Posted on August 2, 2021

The post Information Sharing and Navigating the RIA Marketplace appeared first on Buckingham Strategic Partners.

Posted on July 26, 2021

When it comes to meeting your most important financial goals, time in the market can be a significant factor. And that means sticking with your financial life plan for the long haul, through the market’s ups and downs and across inevitable –…

Posted on July 19, 2021

The post Holistic Planning, Value-Based Leadership & Navigating Tough Times appeared first on Buckingham Strategic Partners.

Posted on July 16, 2021

Independent of one’s political leanings, it’s becoming increasingly likely that U.S. taxpayers are heading into an environment of higher tax rates and more progressive tax policy. While specifics are still in development, questions and…

Posted on July 12, 2021

“No one enjoys being wrong,” Daniel Kahneman told Adam Grant, who recounted their conversation during a recent interview, “but I do enjoy having been wrong, because it means I am now less wrong than I was before.”

Grant describes Kahneman…

Posted on July 12, 2021

So, your kid is the next LeBron James or Megan Rapinoe. Congratulations, but this article isn’t for you, because your child is either going straight to the pros or is an elite athlete and will likely have many scholarship offers. You can skip the…

Posted on July 12, 2021

Sssssnap!

That was the sound of the proverbial camel’s back breaking in September 2017, after Equifax announced a data breach that exposed the personal information of an astounding 147 million people. A steady drumbeat of data breaches had…

Posted on July 5, 2021

The post Multi-Generational Planning and Community Building with Akemi Dalvi appeared first on Buckingham Strategic Partners.

Posted on June 21, 2021

In this episode, Steve talks with Apollo Lupescu, Vice President at Dimensional Fund Advisors, about his academic approach to investing and the power of effective communication.

While in college, Apollo struck up a conversation with a…

Posted on June 7, 2021

In this episode, Steve talks with Larry Swedroe, Chief Research Officer at Buckingham Strategic Wealth.

Larry’s father was a stock market junkie who purchased stocks for Larry the day he was born. When kids his age were reading comics,…

Posted on June 4, 2021

It is no secret that kids can cost a pretty penny – raising a child from birth to 18 years of age can eclipse $230,000, an annual expense of nearly $13,000. Once you get past parenthood’s sticker shock, as well as the early sleepless nights, many…

Posted on June 4, 2021

Nobody minds market volatility when it’s in the upward direction. But recently we’ve gotten plenty of the type of volatility that we don’t like so much as investors, the kind that inspires headlines with words like “plunge” and that end with…

Posted on June 4, 2021

In pre-pandemic times, the end of March marked a significant milestone for the college-bound, as most universities aimed to deliver their regular admission decisions to thousands of anxious students. And yet even the college admissions cycle was…

Posted on June 4, 2021

One of my favorite Warren Buffett quips reads, “The most important quality for an investor is temperament, not intellect.”

Not a greater example of this exists than in the introduction of Morgan Housel’s fabulous book, “The Psychology of…

Posted on May 24, 2021

In this episode, Steve talks with Mark Fonville, CEO of Covenant Wealth Advisors in Richmond, Virginia.

In 2010, Mark’s wife Katherine started a wealth management company and in 2018, Mark joined her in the ranks. Since then, they’ve…

Posted on May 10, 2021

The post Committing to Lifelong Learning and Why Human Advisors Are Irreplaceable with Jeffrey Levine appeared first on Buckingham Strategic Partners.