Ask Buckingham: If the Market is Going to get Worse before it gets Better, Shouldn’t I Sell Now?
March 17, 2020 – Featuring Kevin Grogan
Insights
Ask Buckingham: What Role does Perspective Play in our Ability to Stay the Course?
March 19, 2020 – Featuring Dr. Meir Statman
Ask Buckingham: What the Heck is Going On?
March 17, 2020 – Featuring Kevin Grogan If the rate at which the news, the markets and life as we know it are changing these days has left you with more questions than answers, you’re not alone. This video podcast series is designed to provide simple answers to your most pressing questions. No stage, no sound bites—just short, straight answers from…
Ask Buckingham: Why does the Pain of Market Loss Feel so much Stronger than the Joy of Market Gains?
March 19, 2020 – Featuring Dr. Meir Statman
Ask Buckingham: How is this Different than Previous Financial Crises?
March 18, 2020 – Featuring Larry Swedroe
Ask Buckingham: The Economic Data like Unemployment and Productivity is Looking Bleak. How Bad will it Get?
March 18, 2020 – Featuring Larry Swedroe
Ask Buckingham: Are ‘The Economy’ and ‘The Market’ Synonymous?
March 18, 2020 – Featuring Larry Swedroe
Ask Buckingham: What are the Tax Relief Measures being Taken and Do I Qualify?
March 26, 2020 – Featuring Jeffrey Levine
Ask Buckingham: Should I Stay the Course if I’m Near Retirement?
March 17, 2020 – Featuring Kevin Grogan
The State of the Economy and Coronavirus
The BAM ALLIANCE, 3/13/2020 Given the volatility in the financial markets beginning the week of February 20, 2020, it’s helpful to review the state of the U.S. economy entering into this stressful period, what’s happened since, and some of the potential economic impacts. Here is our take on those topics. 1. At the beginning of 2020,…
Investing Communication Update
February 2020 The novel coronavirus seems to be on everyone’s minds. As the number of infected people continues to grow, so might some of our anxiety about the spread and potential impact of the virus. While we don’t know how many people the virus will infect and the length of this viral cycle, we do…
Does Your Financial Plan Need Attention? Try This
The BAM ALLIANCE, 2/4/2020 Another spin on New Year’s resolutions? Now? Well, it turns out the topic is more appropriate than it initially might seem, given that most people have already abandoned the commitments they made to themselves when the calendar turned. One frequently cited figure is that some 80% of such promises to eat better, hit the gym, or write…
The SECURE Act and Student Loan Repayments: The Gift of Options
Becca Craig, ABA, 2/4/2020 Much of the discussion surrounding the recently passed SECURE Act focuses on employer-sponsored retirement plans, IRAs and inherited IRAs. Yet, tucked away in the new law – which aims to expand access to retirement savings vehicles, preserve retirement savings, and encourage better savings habits – is the expansion of what counts as…
The Promise of a New Career: Understanding the Finances of Your New Job
Kurt Wunderlich, CFA, CFP®, 1/29/2020 Congratulations! You landed a new job. Whether you’ll be stepping into a similar role just at another company or embarking on a completely new career, understanding some beyond-the-salary financial implications of your new gig can make the switch a lot easier. From keeping track of the savings in your old…
The Market Has No Memory
By David Booth Executive Chairman and Founder at Dimensional Fund Advisors I have worked in finance for over 50 years, and it seems that every January the same thing happens. Lots of folks look back at last year’s performance to draw conclusions they can use to predict what markets will do in the year to…
