Individuals & Families
Your financial well-being is about more than investments - so we'll take a look at your total financial picture to help you find peace of mind.
Your financial well-being is about more than investments - so we'll take a look at your total financial picture to help you find peace of mind.
We're proud to provide financial guidance to a wide range of non-profit organizations, helping them support and expand their important missions.
As an independent fiduciary partner, we help you secure and increase the value of your company's retirement plan.
February 8, 2023 – Jared Kizer, CFA The arithmetic of active management is a simple investment concept that can be used to enhance portfolio performance. In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explores this idea, explains the two types of investors and shares the possible costs of active management….
February 27, 2023 – Shawn Williamson, CPA While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint. According to a recent study, a year of tuition, books, supplies and day-to-day living expenses at a…
March 27, 2023 – Alex Kluesner, Investment Strategy Manager It’s a fair question to ask ourselves: Should my portfolio be exposed to foreign companies? The answer is nuanced and investor-specific, but ultimately, yes. Buckingham’s Investment Policy Committee (IPC) believes an allocation in your portfolio to companies outside of the U.S. is beneficial. Let’s look at…