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Continual development is essential for successful outcomes

This inspires us to share timely insights on financial planning, current events and investing.


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insights and inspiration

Central Bank Digital Currency (CBDC)

This article is a transcript of the Buckingham Weekly Perspectives video. In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan explores the concept of central bank digital
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2023 Planning Considerations and Strategies for Individual Taxpayers

Tax planning shouldn’t simply focus on hindsight. Upcoming life changes and external factors such as tax policy developments also deserve attention and may offer opportunities to consider. With 2023 bringing
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2022’s Investment Lessons

While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event. That’s why one of my favorite
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What is the Treasury Debt Ceiling?

Last week the United States hit its debt ceiling of $31.4 trillion. What does this mean for the economy and you? In this episode of Buckingham Weekly Perspectives, Head of
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This Has Been a Test: Developing a Financial Plan You Can Stick With

Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at historically low levels. But then what happened? I don’t know anyone who predicted all
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Ring in the New Year with a Fresh Look at Your Financial Plan

January is not only a perfect time to implement your personal and professional resolutions – it’s also a great reminder to review your financial goals, plans and strategies. Decades of
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Buckingham Weekly Perspectives | Three Tax Tips for 2022

While the year may almost be over, what you do NOW may still impact your finances in 2023. In this episode of Buckingham Weekly Perspectives, Chief Planning Officer Jeffrey Levine
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Buckingham Weekly Perspectives | 2022 Stock Market Year-in-Review and 2023 Outlook

From a return perspective, 2022 has been a challenging year for the stock market. In this edition of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares the
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How to Share Your Values with Legacy Letters

In wealth planning, it’s important to consider not just tangible assets but also the impact you hope to make on your community and family. This is often called one’s legacy,
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