Rising U.S.-China tensions and potential delays to a new economic relief package weigh on sentiment By Anna Isaac with The Wall Street Journal Updated Aug. 3, 2020, 10:19 am ET U.S. stocks rose on Monday, as investors weighed halting steps toward a new coronavirus relief package and the country registered its lowest number of new infections in […]
Doug Buchan with Buckingham Strategic Partners, 6/29/2020 “Maximizing returns” is a phrase that you’ll hear bandied about ad nauseam on both Wall Street and Main Street. As in, “My goal is to maximize my returns.” Is it though? Is that really the goal? Bronnie Ware would beg to differ. More on her in a moment. Personally, I […]
Becca Craig, ABA, CFP® with Buckingham Strategic Partners, 6/29/2020 Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in abundance right now is a mounting variety of very real financial stressors. That’s a fair point to […]
Connie Brezik with Buckingham Strategic Partners, 6/29/2020 During this pandemic, you may have family or friends whose health has been directly affected by COVID-19. And the longer you live, the more people you know will face significant health concerns. Making sure you and your family are prepared for these situations – now and in the […]
Jada Diedrich, Wealth Advisor with Buckingham Strategic Partners, 6/3/2020 With so much financial information coming at us each day, and at a time when everything seems to be changing, trying to stay on top of the terminology can be overwhelming. It can be a daunting task even to begin figuring out whether you, personally, need […]
Susan Strasbaugh, CFP®, EA, AIF® with Buckingham Strategic Partners, 6/3/2020 “Wealth is not his that has it, but his that enjoys it.” – Benjamin Franklin Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way. Behavioral economists and social psychologists have studied this topic – the […]
By Hayden Adams, Author for Charles Schwab Even in the best of times, not every investment will be a winner. Fortunately, losing investments do have a silver lining: You may be able to use them to lower your tax liability and better position your portfolio going forward. This strategy is called tax-loss harvesting, and it’s […]
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