Maximize Your Impact: Charitable Giving Strategies
With the giving season nearly upon us, now is an excellent time to revisit your charitable giving plan and the tools you want to employ in it this year. Review the following strategies with your advisor to help maximize your
10 Obstacles to Investing—and How to Overcome Them
David Booth, Founder & Executive Chairman, Dimensional Fund Advisors - We’ve learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in the world of finance. What we know comes from studying public markets
Explaining the Global Economic Recovery in 6 Charts
As U.S. stock markets continue to touch all-time highs, we illustrate the magnitude and speed of the economic recovery since the onset of the pandemic and subsequent recession. COVID-19 vs. Historical Infectious Disease Outbreaks Tremendous uncertainty surrounded the potential impact of the
Gauging Market Expectations?
A recent flurry of return spikes for a handful of US stocks has captivated investors and noninvestors alike. Wall Street news trending on social media even amid an NFL playoff season is indeed an unusual event. So, what should investors
How Will The Newly Signed Covid Stimulus Bill Impact Me?
Buckingham’s Tim Maurer and Director of Advanced Planning Jeffery Levine have a lively discussion about the latest Coronavirus Stimulus 2.0 and what it may mean for you. For those continuing to search for additional perspective, this video series is a great
So What If I’m Afraid to Rebalance?
Theoretically we get it—buy low, sell high. But what if the sheer thought of rebalancing your portfolio to preserve your asset allocation makes you panic? Larry Swedroe explains how to face your fears. For those continuing to search for additional perspective,
Long-Term Investors, Don’t Let a Recession Faze You
In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began. With activity in many industries sharply curtailed in an effort to reduce the chances of
What Considerations Should Small-Business Owners Make During This Time?
The financial considerations of owning a business are complex on a good day. Throw in a global pandemic and relief provisions that change by the hour, and it’s no wonder owners are overwhelmed. Tom Bodin breaks it down. For those continuing
What are the tax relief measures being taken and do I qualify?
Beyond a new filing deadline, several early measures were taken to ease the tax burden upon individuals and businesses impacted financially during COVID-19. Jeffrey Levine shares what we need to know about tax relief. For those continuing to search for additional
US Equity Returns Following Past Downturns
Sudden market downturns can be unsettling. Sticking with your plan helps put you in the best position to capture a recovery. A broad market index tracking data since 1926 in the US shows that stocks have generally delivered strong returns over