View this collection of resources from Burnette Financial Planning.
01.04.2024
Quarterly Insights Winter 2024
Should investors worry about rising geopolitical risks? Read Article
01.04.2024
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 […]
12.09.2023
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
11.14.2023
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 […]
10.06.2023
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
