Author Archive

What’s Driving Recent Market Volatility?

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains why a recent jobs report has stirred markets. Watch the Video

Social Security Sign-in Process Change

The Social Security Administration is changing their log-in procedure in September. Everyone who signed up for a mySecurity account before September 2021 will need to log onto their accounts and switch to a Login.gov account. Read the Post

August 2024 Burnette Financial Planning Newsletter

This month we cover the evolving landscape of estate taxes and strategies you can begin implementing now to benefit the people and causes most important to you. We also provide our latest outlook for markets and the economy and share a few simple questions that can help investors make sense of the stock market. Read […]

Q3 2024 Outlook from Buckingham

Quarterly Outlook: Inflation Eases, Recession Risk Falls Read the Report

Implications of Yield Curve Inversions

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains what an inverted yield curve is and the implications for both stock and bond markets. Watch the Video

July 2024 Burnette Financial Planning Newsletter

Packing your bags for a summer vacation? This month we share tips for those planning an international trip so you can protect your finances while enjoying your overseas adventure. For those thinking about retirement, we provide a few considerations to help decide if you’re ready to make this life transition. Read Newsletter

Are You Ready to Retire? 4 Questions to Consider

Many individuals approaching retirement are struggling with the question, “Am I ready to retire or should I continue working?” Wealth Advisor Bethany Ketron shares key points to consider when making this important decision. Read Article

Buckingham Strategic Partners June Market Commentary

Inflation has been a significant topic in 2024, as markets continue to try to get a read on the economic data and what it may imply for future changes in monetary policy by the Federal Reserve. Read the Commentary

June 2024 Burnette Financial Planning Newsletter

This month dispel the top myths about budgeting that often get in the way of savings goals. We also talk through hiring a professional to manage your trust. Read the Newsletter

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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