Buckingham Advisors

10/21/2024

The following article, written by Jessica A. Distel, CPA, MBA, and Lisa M. Wood, CPA, MT, is regarding Beneficial Ownership Information (BOI) Reports that are due January 1, 2025. This article discussing the new filing requirement may interest you, your friends and family.

There is a new reporting requirement for businesses starting in 2024. Newly formed corporations, limited liability companies (LLCs), limited partnerships, and other entities that file formation papers with a state’s Secretary of State’s office (or similar government agency) must file a Beneficia...

10/18/2024

Have you read the new Market Insights for September? Click below for the latest update from Ryan P. Johnson, CFA, CFP®, Managing Director of Investments.

Stock prices continued to get a lift from the positives of slowing inflation, a supportive Fed, and continued corporate earnings growth. Interest rates, such as the 5-year Treasury yield, hit a one-year low ahead of the Fed cut, but have since rebounded towards the middle of a two-year range. As the...

09/25/2024

As we approach Fall and start thinking about year-end planning, we thought it would be a great time to revisit some of our timeless financial planning tips and ideas from our newsletters over the past few years. Click below to read more!

As we approach Fall and start thinking about year-end planning, we thought it would be a great time to revisit some of our timeless financial planning tips and ideas from our newsletters over the past few years.

09/24/2024

Have you read the new Market Insights for September? Click below for the latest update from Ryan P. Johnson, CFA, CFP®, Managing Director of Investments.

Stock prices moved higher and bond yields moved lower in anticipation of the first rate cut from the Federal Reserve in over four years. The S&P 500 hit another new high after the Federal Reserve announced a 0.50% interest rate cut.

08/22/2024

The Tax Cut and Jobs Act (TCJA) was passed in 2017 and made significant changes to the Tax Code. The changes were not permanent and most tax provisions sunset at the end of 2025. With just over a year before the expiration of the TCJA, it is crucial to be proactive and begin planning as soon as possible. Click below to learn more.

The Tax Cut and Jobs Act (TCJA) was passed in 2017 and made significant changes to the Tax Code. The changes were not permanent and most tax provisions sunset at the end of 2025. Absent additional legislation, beginning in 2026, the tax law will revert to the way it was before the TCJA passed.

08/20/2024

With the recent news of the National Public Data security breech, Buckingham Advisors wants to take this time to remind everyone of some best practices to protect their identity.

With the recent news of the National Public Data security breech, Buckingham Advisors wants to take this time to remind everyone of some best practices to protect their identity.

08/19/2024

Marla Chambers, CFP®, CPA, CPRC, Senior Financial Planner at Buckingham Advisors, speaks with host Colin Swift of Impact Communications in this episode of Fiduciary Voices Series on Kids and Money. Titled, Empowering Kids with Smart Money Habits, their discussion focuses on effective strategies for instilling smart money habits in children from a young age. Click to view the full video interview!

​In the first episode of Fiduciary Voices Kids and Money Series, host Colin Swift speaks with Marla Chambers of Buckingham Advisors, about effective strategies for instilling smart money habits in children from a young age.

08/16/2024

Have you read the new Market Insights for August? Click below for the latest update from Ryan P. Johnson, CFA, CFP®, Managing Director of Investments.

The S&P 500 had its second 5% pullback of the year to start the month of August, but the index rebounded to have a small gain by the middle of the month. Bond yields and mortgage rates recently hit 1-year lows. Expectations for a Fed cut in mid-September have been solidified, with the only argument....

08/16/2024

08/16/2024

08/07/2024

When markets fluctuate, how should you respond? Nicole Strbich, Managing Director of Financial Planning, gives insights on how to plan and manage investments during stock market upheavals in this article in Barron’s titled “Markets Just Tanked Unexpectedly. What Money Pros Are Telling Clients.” Click to read more!

Financial advisors say recent market volatility has created new opportunities, and they argue that the economy remains sound.

08/06/2024

How should you respond to a stock market decline? Nicole Strbich, Managing Director of Financial Planning, provides tips on reexamining your portfolio based on concerns you may have or opportunities you may see in this article in MarketWatch titled “Is now the time to panic? Here are 5 takeaways from financial pros about the stock market’s decline.” Click to read more!

Even if things seem scary, pros say it’s important to look at the big picture — not the day-to-day returns.