BAM Alliance

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

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…

“The Home Edit,” a company started by two enterprising women to blend home organizing and interior styling, seems to have really taken hold, especially during the stay-at-home days of 2020. There is a website and a popular Netflix series…

Sometimes we do get ourselves stuck, but other times we simply find ourselves marooned in the in-between—where the present feels more like the past, but the future is uncertain.

People talk a lot about finishing an existing project or…

The post Investing Responsibly and the Power of Sustainable Strategy appeared first on Buckingham Strategic Partners.

The post Leveraging Technology and Perfecting Workflow with Clint Haynes appeared first on Buckingham Strategic Partners.

Semantic satiation is a psychological phenomenon in which repetition causes a word or phrase to temporarily lose meaning for the listener, who then perceives the speech as repeated, meaningless sounds. Let’s make a quick example using the word “…

Concerns about market downturns certainly come as no surprise. After all, steep corrections and crashes can be disconcerting for even the most steely and disciplined investors.

What has been surprising to me, however, is the number of…

You know what the cost will be for nearly everything you spend money on, correct? Furnishing a room or two will cost $5,000. A family getaway this summer will add up to $7,500. Total expenses for your college-bound child’s education will run…

In the simplest situations, after your death, you leave your money outright to your spouse if he or she is living. Then, when your spouse passes, they leave the remaining money to your children. This assumes a straightforward family…

The post Accountants Turned Advisors, Life Discovery, and the Importance of Empathy with Scott Lucia appeared first on Buckingham Strategic Partners.

Our latest webcast tackled two timely topics—a short but sweet conversation about the recent market performance of Buckingham’s foundational investment strategies; and a deeper dive into the considerations clients and investors may have as Tax…

The post Helping Others and Using Your Passion with Stephanie Mackara appeared first on Buckingham Strategic Partners.

It’s easy to think of life insurance planning as transactional in nature, and many times simply a commodity of necessity. You need to cover a financial risk, so you purchase life insurance to eliminate or mitigate that risk. That’s the end of the…

Averages often don’t illustrate the whole story, perhaps smoothing over many of the bumps that occur in life. Consider, for instance, your income: Some years you make more and some years less. You leave a high-paying job to start your own company…

“Are you measuring yourself in the gap or the gain?”

No, this isn’t a question pitting retail clothing against laundry detergent. It’s a question posed by Greg McKeown, the author of the essential book Essentialism, in his recent 1-Minute…