Main Takeaway The economy has remained resilient, with strong real GDP growth in the second quarter and inflation easing in the U.S. and globally. However, the economy is beginning to show some signs of stress,
When building an investment portfolio, clients commonly ask what rate of return is reasonable to expect over the long term. Related to that point, clients often wonder why their portfolio’s returns may be different relative
A fundamental principle of investing is the risk-return tradeoff. When you accept more risk, you should expect higher rewards. But is this always true? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan
Sara sighed as she stared at the stack of envelopes on her desk, the ones from the charities she had given to in the past. Next to it lay a blank page titled “2024 Giving
With commentators talking about the volatility index (VIX) rising, often referred to as the “fear index,” should this cause alarm for investors? Back in early August, the VIX closed one Friday at 23, and by
In July, the IRS issued final regulations related to required minimum distributions (RMDs) from retirement accounts, clearing up some of the controversy and uncertainty surrounding changes made under the SECURE Act and the SECURE 2.0
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares investing considerations to keep in mind as the 2024 presidential election approaches. As Election Day moves closer, it’s common for investors to start
For business owners, deciding how and when to sell your company can be challenging to navigate. In fact, it is arguably the most important financial decision you will make. If keeping the business close to
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains why a recent jobs report has stirred markets. At the start of August, the Bureau of Labor Statistics released a jobs report showing
Don’t treat estate planning as a one-time checkbox. People tend to consider an estate plan as something that should be addressed once but not necessarily revisited. The issue this presents is that subsequent life events
