April 2020

If the rate at which things are changing these days – the news, the market, life as we know it – have left you feeling a bit unmoored, you’re not alone. Please read on, because long-term perspective offered through an evidence-based lens can serve as a worthy anchor. In fact, it may be the very solution for financial peace of mind in tumultuous times. So, as you wade in, know that the market has weathered events like these before, and the planning we do together, as always, will help us through to the other side.
WHAT DO YOU DO WHEN MARKETS ARE DOWN? BUILD WEALTH!
Big market drops can hurt. Maybe even a lot. But you have a plan for that. And working that customized, long-term financial plan means taking advantage of wealth-building opportunities a down market can offer. Here are five planning items to consider now, so that when the market does bounce back, you’ll be in a place to make the most of it. Read the Full Article .  
ASK BUCKINGHAM
You’ve got questions? We’ve got answers. No stage, no soundbites, no needless frills in these fast-moving and in some ways unprecedented times – just a new video podcast series with short, straightforward information from the experienced thought leaders that guide our research, education, investment and advanced planning efforts. https://www.askbuckingham.com/ .
MAXIMIZING OUTCOMES BY REDUCING TAXES OVER A LIFETIME
There are really only four things you can do with your hard-earned money: spend it, save it, donate it to charity, or give it to the government. Learn how to maximize what you can put into those first three buckets and minimize what you pay to the last one through careful and tax-conscious strategic planning . Read the Full Article .
THE MARKET VOLATILITY SURVIVAL TOOL: TRUE GRIT
Do you wince with every new headline about a quarantine, knowing the market will likely panic? Well, no matter how great your investment strategy, it’s your willingness to stick with it that ultimately will help you meet your financial goals. In fact, research shows, simple G-R-I-T is even more important than intelligence and talent in determining success.
MORE ON MARKET VOLATILITY
If you’re the type of person who gains a sense of confidence from learning about everything – or even if, when market events like these unfold, you lean closer to something like peeking hesitantly through your fingers – we’ve got more resources for you. Check out what our thought leaders and other likeminded partners of ours are saying: