A Five-Step Plan for Authentic Client Conversations

January is not only a perfect time to implement your personal and professional resolutions – it’s also a great reminder to review your financial goals, plans and strategies. Decades of data have proven that successful financial outcomes are more likely to happen...

The post Buckingham Weekly Perspectives | Three Tax Tips for 2022 appeared first on Buckingham Strategic Partners.

The process of succession planning is difficult enough, but the transition from generation one to generation two of managing an advisory business can be even more challenging. Having different values, goals, and priorities, how can the two generations of advisors make...

The post Buckingham Weekly Perspectives | 2022 Stock Market Year-in-Review and 2023 Outlook appeared first on Buckingham Strategic Partners.

The post Buckingham Connects Webcast: December 2022 appeared first on Buckingham Strategic Partners.

In wealth planning, it’s important to consider not just tangible assets but also the impact you hope to make on your community and family. This is often called one’s legacy, and a big component of that is intangible assets: your values and life lessons that can be...

The post Buckingham Weekly Perspectives | 2022 Bond Market Year-in-Review and Outlook for 2023 appeared first on Buckingham Strategic Partners.

When most people think about their financial future, their first thoughts are about numbers and investments. However, financial planning is about so much more than just money. It’s about living with your core values and purpose and making choices and decisions that...

The post Buckingham Weekly Perspectives | Direct Indexing appeared first on Buckingham Strategic Partners.

This holiday season, if you are looking for a book recommendation for your favorite bibliophile, yourself, a family member, friend or colleague, Buckingham’s Leadership Team is spreading the cheer by sharing a few of their recommended reads. “My father shared a copy...