As we pack away the holiday decorations, we’re reminded that every new year brings fresh opportunities and challenges for our lives and our portfolios. And 2024 is no different —…Read More… The post The New

Jared Kizer provides insight into investing in preferred stock and our assessment of whether it makes sense as a part of an portfolio allocation.Read More… The post Is Investing in Preferred Stock a Smart Strategy?

How and when should you begin teaching your children about the value of money? Starting early can make a big impact over multiple generations. As a financial advisor, I work…Read More… The post The Gift

Jared Kizer explores the potential benefits and disadvantages when investing in commodities and how they can open your portfolio to more sectors including energy, industrial metals, precious metals, livestock and…Read More… The post Is it

They say hindsight is 20/20, but tax planning shouldn’t simply be based on what has worked in the past. Upcoming life changes and external factors such as tax policy developments…Read More… The post 2024 Planning

The post Is the 60/40 Portfolio Dead? appeared first on Buckingham Strategic Partners.

With the year coming to an end, now is an excellent time to revisit your philanthropic plan and review the tools you want to employ in 2024. Whether your household’s…Read More… The post 4 Charitable

The post Index Funds: What Are They and When Should You Use Them? appeared first on Buckingham Strategic Partners.

While taxes may be the last thing on your mind during the holiday season, small steps you take now may result in big savings on your 2023 tax bill. From…Read More… The post Small Steps