BAM Alliance

Posted on October 10, 2022

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…

Posted on October 7, 2022

The post Building Portfolios & Personalized Conversations Webcast appeared first on Buckingham Strategic Partners.

Posted on October 5, 2022

The post Buckingham Weekly Perspectives | Inflation Expectations appeared first on Buckingham Strategic Partners.

Posted on October 5, 2022

The post Buckingham Weekly Perspectives | Why is inflation expected to be low? appeared first on Buckingham Strategic Partners.

Posted on October 3, 2022
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…

Posted on October 3, 2022

Much thought and discussion go into the right way to do things in financial services. But what is the right way? While every financial advisor has their methodologies, processes, and systems, successful financial advisors share things in common.…

Posted on September 30, 2022

Although the recent volatility can be unnerving, it’s important to remember that it is impossible to accurately predict changes in the economy and how they might affect markets.

September turned out to be a tough month for markets after…

Posted on September 28, 2022

The post Buckingham Weekly Perspectives | What’s been happening in the markets? appeared first on Buckingham Strategic Partners.

Posted on September 26, 2022

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,…

Posted on September 19, 2022

The post Buckingham Connects Webcast: September 2022 appeared first on Buckingham Strategic Partners.

Posted on September 19, 2022

The post Buckingham Weekly Perspectives | Interval Funds appeared first on Buckingham Strategic Partners.

Posted on September 19, 2022

The post A Roadmap to Financial Independence and Security appeared first on Buckingham Strategic Partners.

Posted on September 14, 2022

The post Buckingham Weekly Perspectives | September, 14 2022 appeared first on Buckingham Strategic Partners.

Posted on September 13, 2022

A business is typically its owner’s largest and most complex investment. It is also a fundamental piece of their personal retirement plan. But what if the business owner’s perceived value of the company does not reflect its true value? This could…

Posted on September 12, 2022

Uncover what it’s really like to partner with Buckingham! In this webinar, Managing Director of Advisor Relations, Steve Atkinson, and Buckingham Strategic Partners President Alex Potts provide a sneak peek into who we are, the clients we serve…

Posted on September 12, 2022

As we approach the busy holiday season, now is a great time to start thinking about which charities match your values for end-of-the-year donations. According to Giving USA’s annual report on philanthropy, individuals, bequests, foundations and…