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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

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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Buckingham Connects Webcast: December 2022

In our final webcast of the year, Managing Director of Investment Strategy Kevin Grogan shared his perspective on the recent market optimism. He attributed the change to markets becoming more
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Buckingham’s Leadership Team’s Book Recommendation

This holiday season, if you are looking for a book recommendation for your favorite bibliophile, yourself, a family member, friend or colleague, Buckingham’s Leadership Team is spreading the cheer by
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Why Businesses Should be Treated as Investments

A business is typically its owner’s largest and most complex investment. It is also a fundamental piece of their personal retirement plan. But what if the business owner’s perceived value
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Why The Location Of Your Investments Matters

Most investors have a process for deciding which investments to buy in their portfolio—with different objectives for building wealth over time. But once you’ve selected your investment mix, have you
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What Should I Be Thinking About When Making a Capital Investment in a Rising Rate Environment?

Whether you want to upgrade to the newest technology, need to replace worn equipment or give your lobby a facelift, what should you consider before making a capital investment in
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