Celebrating tax-smart wealth advisory to keep more of what you’ve earned and invest with confidence.
Celebrating tax-smart wealth advisory to keep more of what you’ve earned and invest with confidence.
For decades, “set it and forget it” has been a good rule of thumb for investors. Consistently saving. Staying invested. Ignoring short-term market noise. For many people during their working years, that approach works well. But the strategy that helps build wealth during your accumulation years can quietly create new risks and tax inefficiencies as…
Most investors review their portfolio by looking at performance. Did it beat the market?Did it go up this year?Is it doing roughly what was expected? But performance alone doesn’t explain how a portfolio is actually structured. A tax-smart second opinion approaches the review differently. It looks at a portfolio more like a financial X-ray—examining the…
Why performance alone doesn’t equal a tax-smart investment strategy If you’ve been saving and investing for decades, chances are you’ve done many things right. But as retirement comes into focus, there’s a question many investors never stop to ask: Do I actually have a portfolio—or just a collection of investments? At a glance, the two…
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…
While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit. Here’s what to keep in mind this election season.
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