Buckingham Strategic Wealth

11/06/2026

What should investors keep in mind as 2026 draws to a close?

In our latest Quarterly Perspectives webinar, our senior investment strategists share perspectives on several important questions:

· What does history tell us about midterm elections and market performance?
· How are higher interest rates affecting fixed-income investments?
· Does AI present more opportunities or risks?
· Is owning the S&P 500 enough to achieve diversification?

Watch the webinar replay to learn more.

Explore five key investment insights from our Quarterly Perspectives webinar, covering midterm elections, inflation, AI and portfolio diversification.

11/05/2026

Having enough to retire and having a plan for how to retire are two different things. As retirement approaches, decisions around withdrawals, market risk, and taxes can become increasingly interconnected.

In this video, Associate Wealth Advisor Natalie Beth Fischer looks at three mistakes to consider before retirement and why addressing them before you stop working can matter.

Learn how Focus can help you plan for what's next.

https://www.focuspartners.com/lets-chat

11/05/2026

What is your business really worth? Who will take over when you're ready to step away? How can you prepare for a transition without disrupting clients, employees, or enterprise value? Our upcoming webinar explores key considerations for business owners who want to start planning for their next chapter. Join us November 12 for an educational discussion on succession and exit planning.

https://www.focuspartners.com/events/business-planning-how-to-maximize-value-before-an-exit

11/04/2026

In our recent webinar, "Understanding and Managing Sequence of Returns Risk in Retirement", Chief Planning Officer Jeffrey Levine discussed how the timing of market returns can affect retirement income, portfolio longevity, withdrawal decisions, and tax planning.

Watch the replay to learn strategies that may help you build a more resilient retirement income plan.

What is sequence of returns risk? Learn why timing matters in your retirement plan and how flexible withdrawals may support portfolio longevity.

11/04/2026

Could Europe’s banks offer an early read on new international opportunities?

In this week’s Two-Minute Market Focus, Focus’ Todd Jones, CAIA, MBA, reviews 90-day market performance and explains why the Deutsche Bank indicator suggests Europe may be starting to spring back to life.

Watch the latest update for more.

https://www.focuspartners.com/resources/investing/europe-banks-international-opportunities

11/04/2026

Even when inflation slows, its impact on your purchasing power adds up over time. How can investors help guard against that erosion?

In this Focus Perspectives video, Director of Fixed Income Blerina Hysi explores how Treasury Inflation-Protected Securities (TIPS) work, where they can fit within a diversified fixed income portfolio, and the interest rate risks and tax considerations to keep in mind.

Discover how TIPS can help hedge against inflation and diversify fixed income holdings.

https://www.focuspartners.com/resources/investing/protecting-purchasing-power-in-an-inflationary-environment

11/03/2026

Year-end tax planning goes beyond finding deductions. For dental and medical practice owners, coordinating retirement contributions, family compensation, charitable giving, and business investments can help balance tax savings, cash flow, and long-term goals. In this article, Director and Practice Integration Advisor Thomas Bodin, CFA, CFP, TPCP, shares key strategies to consider before year-end.

Year-end is an opportunity to take a fresh look at your finances and make informed tax planning decisions. Join Jeffrey Levine, Chief Planning Officer at…

11/03/2026

Big life changes and market swings can make even simple money decisions feel overwhelming. In a recent interview with TheStreet, Wealth Advisor Becca Craig, CFP®, CeFT®, CSLP®, shares how a "decision-free zone" and a practical four-step checklist can help individuals and families navigate uncertainty and make more informed financial decisions.

Read the full conversation.

When market volatility or sudden life transitions strike, picking stocks or predicting interest rates is the wrong move. Wealth advisor Becca Craig breaks down the 4-step behavioral checklist that protects your household balance sheet.

11/03/2026

A wonderful afternoon in Berkeley! Our recent Focus Women’s Network Fall Luncheon brought together women from across our broader community for an afternoon of learning and connection.

Hosted by Lauren Park, Jayne L. Smith, CFA, and Alina Sohng, CFP®, NSSA®, Sohng, the event featured Lisa Weigel of Wealth.com and Erinn Andrews of GiveTeam, who shared their perspectives on intentional estate planning and impactful charitable giving.

We enjoyed the opportunity to reconnect with familiar faces, welcome new ones, and explore how thoughtful planning can help individuals and families put their values into action. Thank you to our speakers, hosts, and everyone who joined us!

11/03/2026

Some of the most important tax-planning opportunities are only available before the year ends.

Join us virtually on November 19 as Chief Planning Officer Jeffrey Levine explores Roth conversions, tax-loss and tax-gain harvesting, charitable giving strategies, and other planning considerations that may help position you for 2027.

https://www.focuspartners.com/events/year-end-tax-planning-set-yourself-up-for-success-in-2027