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  • How a Financial Advisor Can Help During Market Volatility
    Planning | Wealth Management

    How a Financial Advisor Can Help During Market Volatility

    Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat. During times like these, a financial advisor can be…

    Read More How a Financial Advisor Can Help During Market VolatilityContinue

  • Staying the Course During a Presidential Election Year
    Market | Wealth Management

    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. 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…

    Read More Staying the Course During a Presidential Election YearContinue

  • What’s Driving Recent Market Volatility
    Wealth Management

    What’s Driving Recent Market Volatility

    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…

    Read More What’s Driving Recent Market VolatilityContinue

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  • About
    • CPA Service Pricing
    • Who We Serve
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  • Wealth Management
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    • Medical Practices
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