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

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