Archive for 2023

December 2023 Market Commentary

A reflection on the material changes we’ve seen in capital markets over the past 18 months and how those changes may affect the financial plans of clients. The shift in interest rates has resulted in changes to our forward-looking expected returns on stocks, bonds and alternatives. Read Commentary

Burnette Financial Planning December 2023 Newsletter

This month, we’re focusing on steps you can take before 2024 to lower your potential tax liability and maximize your charitable gifting. In our upcoming Buckingham Connects webinar we will share our perspectives on market performance, review the latest financial planning developments and discuss the outlook for next year. Check out the save the date […]

Perspective on the impact of geopolitical risks

As we watch the conflict in the Middle East unfold with a sense of concern for all the individuals impacted, investors also have questions about the potential impact on financial markets. In this episode of Buckingham Perspectives, Head of Investment Research Jared Kizer, CFA addresses investors’ concerns about geopolitical risks and shares insights on making portfolio adjustments […]

November 2023 Burnette Financial Planning Newsletter

As we approach the close of 2023, we reflect on the challenges and blessings this year has brought. Amidst the weight of global uncertainties, We are filled with gratitude for each day, and each of you. Read Newsletter

Fall 2023 Quarterly Insights

The latest insights from Buckingham. QuarterlyInsights_Fall_2023_0915_Digital_WL (1)

Government Shutdown Averted for Now

In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explores the impact of a government shutdown from a political and historical perspective, the near- and long-term risks from an investment strategy perspective, and three ways investors can manage this risk. Watch the Video

Burnette Financial Planning October 2023 Newsletter

One constant in life is change. Our season is changing to fall, the leaves are getting some color, apples are being picked and pumpkin spice scents the air. Change is also afoot in many of the financial aspects that touch our lives. From market and industry adjustments to life transitions, we’re covering some important financial […]

September 2023 Newsletter

This month we turn the page on the calendar to September, and hopefully some cooler fall weather! While students return to school and summer travel winds down many of us start to think about the approaching holidays and celebrations with family. We believe it’s never too early to start end-of-year planning. Read the full newsletter

August 2023 Newsletter

We’ve reached the dog days of summer! Parents are ready for kids to get back to school, recent college graduates are settling in at new jobs. Speaking of graduates, you might have someone in your life going through this transition and needing some guidance on managing money for the first time. It’s important to have […]

Quarterly Outlook Q3 2023: Recession Predictions Linger

Although many economists predict a recession for 2023, the economy continues to be resilient. Several factors are keeping the economy in expansion mode — the strong labor market, strong consumer and corporate balance sheets and the stabilizing housing market — despite significant headwinds. In our Quarterly Outlook, we cover what’s contributed to growth in stocks, […]

Celebrating Groundbreaking Research with Giants of Finance: Fama and French

It has been 30 years since Eugene Fama and Ken French published their paper proposing a three-factor model for stocks. Their research paved the way for the implementation of multifactor systematic investing. While these giants of finance can’t predict where the industry is headed next, they’ve played a critical role in changing how investors think […]

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