04.05.2024
April 2024 Monthly Buckingham Commentary
The monthly Market commentary from Buckingham Strategic Partner’s Chief Investment Officer Kevin Grogan, CFA, CFP®. Read the Commentary
Archive for the ‘Newsletters’ Category
04.03.2024
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.
03.11.2024
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
02.13.2024
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
01.04.2024
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
12.09.2023
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 […]
11.14.2023
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
10.10.2023
Fall 2023 Quarterly Insights
The latest insights from Buckingham. QuarterlyInsights_Fall_2023_0915_Digital_WL (1)
10.05.2023
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 […]
09.11.2023
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
08.01.2023
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 […]
