By Daniel Campbell, CFA If you have been keeping a pulse on markets, you’ve seen the significant price swings so far this year. The S&P 500 has moved by 2% or more on 19 days already, while this only happened seven times in 2021¹, and it moved by more than 3% on five days, which…
November 30, 2021 – Buckingham Strategic Partners WARNING: When planned correctly, witnessing the effect of your generosity and passion can be highly addictive! Most people don’t give much thought to legacy planning aside from considering their will as they age and thinking about what to do with what might be left when they pass away….
January 24, 2022 – Patrick Kuster, CFP®, AIF® Paying taxes is something you can’t escape; but being aware of new tax rules and revised federal deadlines can make preparing and paying your taxes a little less painful each year. Here are five major tax revisions – plus noteworthy cutoff dates – every baby boomer needs…
January 28, 2022 – Jared Kizer, CIO Buckingham Strategic Partners With the recent uptick in market volatility and the poor start to the year for the U.S. stock market, I wanted to recap where markets stand and reiterate three time-tested principles that I believe are as relevant now as they have been over the modern…
October 11, 2021 – Jared Kizer, CIO Lately, we’ve seen a meaningful uptick in market volatility fueled by economic instability here and abroad. From Chinese real estate woes threatening to disrupt their economy, to political wrangling in Washington that will continue to ripple through our own, there’s no escaping that the headlines have near-term market…
August 9, 2021 – Jada Diedrich If the pandemic has proven anything, it’s that life-altering occasions—both those we experience firsthand and those that merely present themselves as possibilities—have the potential to uproot even the firmest of financial plans. Why? Because reminders of what’s most important to us—wake up calls about how we spend our time…
May 18, 2021 – Larry Swedroe The issue of holding or selling an asset is one of the more frequent risk management problems I am asked to address. I hope the following will help you address the problem from the right perspective. Put yourself in the following situation: You are a wine connoisseur. You decide…
July 15, 2021 – Elliot Dole Not long ago I asked a philanthropic-minded member of the community for their thoughts around establishing a private foundation. After some reflection, this individual responded that they didn’t feel comfortable with the idea of others carrying forward their charitable mission, as whoever is chosen to lead the foundation could…
June 11, 2021 – Larry Swedroe Something that everyone knows isn’t worth knowing. — Bernard Baruch As the chief research officer of Buckingham Wealth Partners, I’ve been getting lots of calls from investors concerned about the rapid growth in US government debt. The concerns are based not only on the current level of debt,…
July 9, 2021 – Kent Schmidgall, Wealth Advisor Sssssnap! That was the sound of the proverbial camel’s back breaking in September 2017, after Equifax announced a data breach that exposed the personal information of an astounding 147 million people. A steady drumbeat of data breaches had occurred prior to this time, yet nothing of the…
June 15, 2021 – Featuring Jared Kizer CFA From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee,…
May 25, 2021 – Featuring Jared Kizer, CFA From time-to-time we share third-party articles/information that may be of interest to our clients. These articles are being provided for informational purposes only, do not constitute investment advice and do not necessarily represent the opinions of Homan Wealth Advisors. Homan Wealth Advisors does not provide any guarantee,…
April 12, 2021 – Featuring Kent Schmidgall, Wealth Advisor Concerns about market downturns certainly come as no surprise. After all, steep corrections and crashes can be disconcerting for even the most steely and disciplined investors. What has been surprising to me, however, is the number of inquiries I have received over the years raising concerns…
March 5, 2021 – Featuring Aaron Vickar & Dan Sullivan It’s easy to think of life insurance planning as transactional in nature, and many times simply a commodity of necessity. You need to cover a financial risk, so you purchase life insurance to eliminate or mitigate that risk. That’s the end of the story, right?…
December 11, 2020 – Featuring Larry Swedroe “The stock market is a device for transferring money from the impatient to the patient.” – Warren Buffett While having a well-thought-out investment plan is a necessary ingredient for a successful outcome (while one can get lucky, the odds are against it), it’s not a sufficient one. The sufficient ingredient is having the patience…
