BAM Alliance

Like many advisors, Jared Siegel, Partner at Delap Wealth Advisory, was spending too much time in the back office. Instead of improving the value proposition of his firm, he was managing trading, refining the financial planning process…

The post Why Transparency Trumps All with Chris Williams appeared first on Buckingham Strategic Partners.

Like many advisors, Jared Siegel, Partner at Delap Wealth Advisory, was spending too much time in the back office. Instead of improving the value proposition of his firm, he was managing trading, refining the financial planning process…

Whether it be in our personal lives, national affairs or world events, the only constant is continuous change. The same can be said in politics, legislation and taxes.

For the majority of 2021, we analyzed the potential impact of President…

The post The Simple Guide to Disrupting an Industry with Eric Clarke appeared first on Buckingham Strategic Partners.

Put down your mask and pick up your credit cards! The big spend is upon us…

It’s hard to believe that it has been two years since COVID-19 blindsided the planet. What most thought was going to be a temporary work and school hiatus evolved…

Women’s individual and collective experiences, situations, challenges and solutions vary widely. This makes it nearly impossible – and irresponsible – to apply a “one size fits all” approach to women’s wealth management. But one thing we do know…

Do you ever wish you could have a financial do-over? Jim Crider spent the first few years of his career speaking to clients and wishing he could turn back their financial clocks. After all, just a few poor decisions early in life can derail a…

Buckingham is excited to offer a warm welcome to our newest acquisition in Overland Park, Kansas – Lumia Wealth. Headed by Principal and Wealth Advisor Brian R. Brush, Lumia specializes in creating investment strategies for professional couples,…

Expert programming is the engine that drives AICPA® & CIMA® ENGAGE 22. From new regulatory updates to the latest strategies for high-income individuals, our presenters and panelists will elevate your expertise personal financial planning,…

I feel like the surgeon who is operating on his own child.

Well, not exactly. Let me explain. I’m not a surgeon. I’m a wealth advisor, specializing in the financial aspects of college planning. And fortunately, my daughter is not on the…

The post Appreciating Introductions, Disagreeing Gracefully, and the Power of Gratitude appeared first on Buckingham Strategic Partners.

The US Census Bureau has reported that one in five individuals suffer from an intellectual, physical or mental disability. While many government programs and benefits are available, it is often hard to maneuver through the sea of red tape to take…

In this episode, Steve Atkinson and Shaw Pritchett of Jackson Thornton Asset Management discuss how Shaw made the leap from accounting to wealth management, how he encourages clients to set big financial goals, building a business despite the…

Identity thieves are constantly devising new ways to steal your sensitive information – it’s their job! With such a large amount of personal data being exchanged around tax season, this time of year is especially profitable for them. How do you…

Enjoy a recap of our webcast, Planning for Growth, where we delve into the ways Buckingham can free up an advisor’s valuable time to nurture their clients.  

Chief Planning Officer and industry thought leader, Jeffrey Levine can…