Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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Lifestyle Services
January 13, 2025
Thrive in 2025: Your Blueprint for Health and Wellness
Prioritize your health and wellness in 2025 with our Focus Partners Wealth Lifestyle Services webinar featuring wellness provider Coach Carrie Best, a certified lifestyle nutrition coach with years of experience coaching families, couples, and individuals on making healthy lifestyle changes that last.
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Investing
January 06, 2025
The Top Investing Questions for 2025
How low will rates go, how might the new administration’s policies affect the economy, and will the U.S. stock market continue its impressive climb? Explore the top investing questions for the year ahead and the potential implications for your portfolio.
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Investing
December 16, 2024
The Outlook for Stock Returns
With current U.S. stock market valuations at historically high levels, Chief Investment Officer Kevin Grogan discusses expectations for stock returns and the implications for your portfolio.
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Education Funding
December 09, 2024
Student Loan Repayment Outlook: What You Need to Know
Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year. By putting in place a solid strategy now, borrowers can set themselves up for smoother repayments in 2025.
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Investing
December 06, 2024
What’s Ahead for Cash and Bond Returns?
With the market pricing in three quarter-point rate cuts over the course of 2025, Chief Investment Officer Kevin Grogan discusses the outlook for cash and bonds and the implications for your portfolio.
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Tax Strategies
December 02, 2024
2025 Tax Planning: Considerations and Opportunities
While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.
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Family Life & Transitions
December 02, 2024
Navigating Conversations About Inheritance With Adult Children
Many families will be getting together this time of year, and adult children will be coming home for the holidays. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses a key financial conversation to have with them.
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Tax Strategies
December 02, 2024
Year-End Tax Planning to Maximize Your Savings
In this session, Chief Planning Officer Jeffrey Levine will cover key year-end planning tips based on tax, inflation and market trends in 2024.
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Insurance and Protection
November 18, 2024
Cybersecurity and Social Media: Keeping Your Financial Information Safe
Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.
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Past Events
November 18, 2024
Connects Quarterly Webinar: Q4 2024
Our thought leaders share their perspectives on the 2024 election, markets, the economic outlook, and planning opportunities in the months ahead.
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Two Minute Market Focus
November 14, 2024
Two Minute Market Focus
In this week's episode, Todd provides an update on the market and discusses the Federal Reserve's decision to cut interest rates for the second time.
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Investing
November 13, 2024
5 Financial Decisions to Consider Before Year-End
Year-end deadlines are coming up fast. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses five key financial moves you can make now that could pay off in the long run.
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Cashflow & Budgeting
November 04, 2024
Budgeting Tips for the Holiday Season
Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.
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Business Ownership
November 01, 2024
The Corporate Transparency Act: What Business Owners Need to Know
Business owners, are you sure you’re in compliance with the Corporate Transparency Act? In January, penalties will begin if you haven’t filed an initial report with your ownership details.
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Lifestyle Services
November 01, 2024
Lifestyle Services Presents: Medicare Simplified – What You Need to Know for 2025
Tune in to hear from Lifestyle Services and Medicare Choice Group for a discussion designed to help you better understand Medicare and prepare for your 2025 enrollment.
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Investing
October 29, 2024
Why This Time Isn’t Different
When investors start to worry about the direction of the market, does that mean it is time to make a change to your portfolio? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses why investors should avoid thinking “this time is different.”
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Retirement
October 21, 2024
Romance in Retirement: Financial Considerations When Marrying Later in Life
Marrying in retirement may come with tax, estate planning and financial ramifications.
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Lifestyle Services
October 21, 2024
Multi-Generational Getaways: Creating Lasting Memories for Every Age
Lifestyle Services and Truvay Travel discuss how to plan a family vacation tailored to your group’s individual and collective needs, to create a lifetime of positive memories.
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Investing
October 14, 2024
The Economic Outlook for Q4 2024
The U.S. economy has shown resilience, defying expectations of a recession that many have been predicting over the past several months. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.
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Investing
October 09, 2024
Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts
Our Quarterly Outlook explores what may be ahead for markets and the economy.
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Investing
October 07, 2024
What Kind of Returns Can You Anticipate from Your Portfolio?
Investors often ask what a realistic long-term return for their portfolios might be. This article explores how to evaluate performance beyond just the most popular benchmarks.
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Retirement
October 02, 2024
Social Security Benefits: 5 Things Married Couples Should Know
In this session, Chief Planning Officer Jeffrey Levine will demystify some of the complexity surrounding Social Security benefits and help couples make informed decisions.
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Business Ownership
October 01, 2024
Trends in Dentistry: Maintaining a Profitable Practice in Light of Low Reimbursement Rates
Low insurance reimbursement is a top challenge for many practice owners. What are your options to maintain profitability?
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Investing
October 01, 2024
Are Risk and Return Always Related?
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 explains how this concept can help guide your investing decisions.
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Lifestyle Services
September 26, 2024
Lifestyle Services Presents: Aging in Place: What You Need to Know Webinar Recording
Lifestyle Services and O’Connor Professional Group hosted an insightful webinar on what you needed to know to successfully age in place.
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Charitable Giving
September 23, 2024
How to Align Your Charitable Giving With Your Values
Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.
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Investing
September 17, 2024
Understanding the VIX: The Market’s Fear Gauge
With commentators talking about the volatility index (VIX) rising, often referred to as the “fear index,” should this cause alarm for investors?
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Retirement
September 09, 2024
What to Know About the New RMD Regulations
Starting Jan. 1, 2025, new RMD regulations will introduce some big changes for those who own retirement accounts and are required to take withdrawals. As you prepare for the coming year, here are some important updates to consider.
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Insurance and Protection
September 04, 2024
Long-Term Health Care: Exploring Your Options & Costs
In this session, Chief Planning Officer Jeffrey Levine shares how to consider the need for long-term care into your financial plan.
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Investing
September 03, 2024
Staying the Course During a Presidential Election Year
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares investing considerations to keep in mind as the 2024 presidential election approaches.
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