Author Archive

May’s Monthly Commentary from Buckingham’s Chief Investment Officer

This month’s commentary will provide perspective on six market topics: U.S. vs International equity performance, the Magnificent Seven, Monetary Policy, Economic Growth, Inflation and Jobs. Read the Commentary

May 2024 Burnette Financial Planning Newsletter

This month, we are looking at what may be ahead for markets and the economy. Review our outlook for a deep dive into the latest economic trends and what they could mean for your financial planning. We also cover a key planning topic many are facing – understanding aging parents’ health care and financial needs. […]

April 2024 Monthly Buckingham Commentary

The monthly Market commentary from Buckingham Strategic Partner’s Chief Investment Officer Kevin Grogan, CFA, CFP®. Read the Commentary

April, 2024 Burnette Financial Planning Newsletter

This month we’re helping to answer your questions about this year’s presidential election and the possible impact on your financial plan and the wisdom of global diversification. Read the Newsletter.

March 2024 Newsletter

This month we’re talking the “personal” in “personal finance”. We discuss how you can align your financial plan with your values and life changes – including welcoming a new family member! Read the Newsletter

How Do Election Years Affect Investing Behavior?

During presidential election years, a question that often comes up is how do markets fare when a Democrat versus a Republican controls the White House? Watch the Video

What to Do When the Market Hits All-Time Highs

Now that the stock market has recently hit an all-time high, is it time to consider selling? In this week’s Buckingham Perspectives, Chief Investment Officer Kevin Grogan offers some valuable considerations when making changes to your portfolio during market highs. Watch the Video

February Buckingham Market Commentary

Buckingham’s commentary on the SEC’s recent, “begrudgingly” approval of bitcoin ETFs. Read Commentary

Burnette Financial Planning February 2024 Newsletter

We are kicking off February with our outlook on the economy and interest rates, a look back at the investment lessons we learned from 2023, and the value of teaching your little ones about family and money. Read Newsletter

January 2024 Monthly Market Commentary from Buckingham

At their December 13 meeting, Federal Reserve policymakers sent a stronger signal that they will be cutting the fed funds target range from its current level of 5.25%-5.50%. The Federal Open Market Committee’s Summary of Economic Projections median estimate was for three 0.25% rate cuts over the course of this year, bringing the target range to 4.50%-4.75%. […]

Burnette Financial Planning January 2024 Newsletter

Happy New Year! This month we’re sharing some resources to kick off your 2024 planning and tax prep. We also look ahead at the key questions for markets over the coming year and potential implications for your portfolio. Read Newsletter

Quarterly Insights Winter 2024

Should investors worry about rising geopolitical risks? Read Article

Building Better Portfolios-Investment Policy Committee

The Investment Policy Committee (IPC) of Buckingham was established as the primary authority charged with developing and setting investment policies for the firm. The IPC determines, approves, reviews and documents all investment policy activities undertaken by Buckingham in an effort to meet both the current and future needs of our clients and deliver a better […]

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 […]

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