Buckingham thought leaders’ discuss U.S. and global market performance, tax planning considerations, and other financial planning topics.
During this recorded webinar, Chief Investment Officer Kevin Grogan, CFA, CFP® gave an update on year-to-date market performance and shared why recession predictions for this year may be overblown. Chief Planning Officer Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA touched on timely planning topics, including protecting yourself from cybersecurity risks, financial tips for teenagers who earned money in part-time jobs this summer, and an update on what taxpayers should know about state and local tax deductions. Buckingham Strategic Wealth President Wendy Hartman, CFP® covered what to know about the TD Ameritrade and Charles Schwab merger, changes affecting required minimum distributions (RMDs), and charitable giving strategies to consider before the year is over.
