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 thinking about making changes to their portfolios. Even though market volatility tends to increase around elections, the markets have generally…
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 the unemployment rate at 4.3%. Although this remains historically low, jobless claims have slowly ticked up in recent months, and…
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 are not considered. For example, you may welcome a new addition into your family after developing an initial estate plan….
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses how to determine the risk you’re willing to take to meet your financial goals. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan addresses a common question from investors: How do I determine the right asset allocation for me? In other…
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy. Our latest Quarterly Outlook looks at how the Federal Reserve affects the economy through its dual mandate…
To put it in simple terms, an estate tax is what the government charges on your assets for the right to transfer them to heirs upon death. Under current laws, individuals are exempt from paying this tax if their estate is valued below $13.61 million, or $27.22 million for married couples. However, that’s all set…
Chief Investment Officer Kevin Grogan explains what an inverted yield curve is and the implications for both stock and bond markets. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains what an inverted yield curve is and the implications for both stock and bond markets. Considered by some as a leading indicator…
Picking stocks, or trying to choose the companies that will outperform the broader market, has been an ambition of investors for years. And even the professional fund managers struggle to pick the winners from year to year.1 For those inclined to try, consider this framework first. Although the questions may be simple, they provide tremendous insight…
Chief Investment Officer Kevin Grogan shares strategies for protecting your portfolio against unexpectedly high inflation. Inflation has been a significant topic in 2024, as markets continue to try to get a read on the economic data and what it may imply for future changes in monetary policy. In this episode of Buckingham Perspectives, Chief Investment…
“I have accumulated a comfortable nest egg. But am I ready to retire or should I continue working?” This is an increasingly common question many professionals ask themselves as they approach retirement. After spending decades working diligently and saving every dollar possible, transitioning to a lifestyle that relies on taking money out of savings accounts…
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