Insights

Patience Pays in Volatile Markets

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…

Tips for Preventing Fraud

Tips for Preventing Fraud Cybercrime and fraud are serious threats and constant vigilance is key. While our firm plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. This checklist summarizes common cyber fraud tactics, along with tips and best practices. Many suggestions…

Ask Buckingham: How can I make the most of the Recent Stock Market Rebound?

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,…

Victory belongs to the Patient

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…

Ask Buckingham: How are Exchange Traded Funds Similar, or Dissimilar, from Regular Mutual Funds?

February 16, 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,…