Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore
This article shares proactive steps you can take to integrate health care planning into your retirement strategy.
-
-
Quarterly Investment Commentary: October 2025
Market efficiency tells us that prices, at any given time, reflect the collective judgment of millions of investors. It is a comforting idea, but it also means that when the largest companies dominate market returns, those valuations embody a great deal of shared confidence. The current concentration of the S&P 500 may make index investors…
-
Monthly Investment Commentary: August 2025
New market highs tend to trigger familiar concerns. Investors worry they’ve missed the rally, that valuations are stretched, and that buying now is more a risk than an opportunity. But as is often the case in markets, the story is more complicated, and the data more surprising. Market Highs Have Not Been Bad Entry Points…
-
5 Reasons to Review Your Variable Universal Life Policy Every Year
Variable universal life (VUL) insurance contracts can be difficult to understand. Many first-time buyers don’t realize how complex managing the policy is until years after purchase. These policies are often sold with big promises but may not deliver. A VUL is life insurance combined with an investment account. Part of the money you pay (your…
-
What Kind of Returns Can You Anticipate from Your Portfolio?
This article explores how to evaluate performance beyond just the most popular benchmarks.
-
How to Assess Your Investment Risk Tolerance
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…
-
Are You Ready to Retire? 4 Questions to Consider
“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…
-
Understanding Your Liability as a 401(k) Plan Sponsor
As a business owner, offering a 401(k) plan to your employees can be a valuable benefit for yourself, your team and your tax return. However, it also comes with important responsibilities and potential liabilities.
-
Investing | Planning | Retirement | Taxes | Wealth Advisor
The Value of a Financial Advisor: How to Consider the Costs and Benefits
Here’s what individual investors should know when assessing the value of working with a financial advisor.
-
How Your Advisor Can Build a Plan Based on Your Values
Your values drive every decision you make in life. So, what does that mean for your financial plan?
