BAM Alliance

The post Leading a Successful Merger, Inorganic Growth, and the Importance of Self-Care appeared first on Buckingham Strategic Partners.

Over 42.3 million federal-student-loan-holding Americans likely breathed a collective sigh of relief when the Biden administration extended student loan repayment relief until September 30, 2021, continuing the government’s pause on payments for…

The post Wealth Management and the Importance of Alignment appeared first on Buckingham Strategic Partners.

Knowledge is power.

That fact applies to so many parts of life, especially college planning. Until recently, college admissions and financial aid were black boxes. But lately, light has been shone into that box. You can take advantage of…

I’ve got some good news. You’re not crazy.

That’s the message of one of my favorite books of 2020, “The Psychology of Money,” written by Morgan Housel and inspired by a popular blog post he wrote in 2018. It’s a compelling read and the…

A great deal of attention often goes into deciding what a portfolio should own, especially when tailoring its allocation to specific retirement goals, risk tolerance, time horizon, and other individual factors. But which types of accounts own…

“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…

Last year certainly had its challenges. For instance, your job or career may have been affected, perhaps requiring you to work from home, stop all your usual travel, and forcing you to learn new online technologies to keep in touch with your…

To look back on 2020 and say it was a challenging year would be an understatement. Uncertainty was a theme, stimulus debates took center stage, and millions of Americans scrambled to revisit their budgets.

But there is a sense of optimism…

We’ve reached the final day in The 12 Days of Holiday Fraud – our version of the holiday classic The 12 Days of Christmas! We’re warning about the top scams that leverage the holiday season to target you and how to avoid falling victim to…

We’re closing in on the end of the winter holidays and wrapping up our 12 Days of Holiday Fraud – our version of the holiday classic The 12 Days of Christmas. We’re warning about the top scams that leverage the holiday season to target you and…

The winter holidays are upon us and scams that leverage the holiday season to target you are in full effect right now.

Today, we present Day 9 of The 12 Days of Holiday Fraud – our version of the holiday classic The 12 Days of Christmas.…

After nearly six months of back-and-forth negotiations, and in response to the economic hardship that many Americans face from the ongoing COVID-19 pandemic, Congress proposed a new, $900 billion relief package.

Many elements—like stimulus…

We’re closing in on the end of the winter holidays and wrapping up The 12 Days of Holiday Fraud – our version of the holiday classic The 12 Days of Christmas. We’re warning about the top scams that leverage the holiday season to target you and…

In this episode, Steve talks with Dan Allison, the President and Managing Partner of Broker’s Clearing House in Des Moines, IA.

Dan started out in financial services after a career in clinical and behavioral psychology. One of the big…

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…