Buckingham’s Take: Fiscal and Tax Policy Possibilities in the Biden Era
We reconvened Buckingham’s Chief Client Officer David Levin for a live Q&A with our Managing Director of Investment Strategy Kevin Grogan, CFA, CFP® and our Director of Advanced Planning Jeffrey Levine, CPA/PFS, CFP®. The conversation touched on the economic environment, what we’re looking out for, and answered questions submitted from participants.
Congratulations to Confluence Wealth Management: The newest member of the Buckingham Strategic Wealth team.
Kitces and Swedroe Make Investopedia List
Buckingham Wealth Partners Head of Planning Strategy Michael Kitces, and Chief Research Officer Larry Swedroe, were both named to the Investopedia 100 Top Financial Advisors of 2020. Michael Kitces was ranked #1 in the 2020 Top 10 Advisors in the Investopedia 100. Larry Swedroe was ranked as a top advisor in Missouri.
Client Experience and Advisor Focus Lead Buckingham Growth
Forever Standing on the side of our clients…especially now.
COVID-19 has temporarily changed so many things about daily life. But in these unsettling times, we remain steadfast in our commitment to free you from worrying about the daily ups and downs of the market, so you can focus on the things that really matter. Count on us to continue serving the needs and interests of clients and advisors throughout this crisis.
Straight Answers to Your Financial Questions.
There are so many questions and concerns raised
in times like these. We’ve created a new website,
Ask Buckingham featuring videos with short,
straight answers for our clients, featuring many
of our Buckingham thought leaders.