Buckingham Tackles Market Outperformance and Tax Day Questions

Our latest webcast tackled two timely topics—a short but sweet conversation about the recent market performance of Buckingham’s foundational investment strategies; and a deeper dive into the considerations clients and investors may have as Tax Day quickly approaches.

Listen in on a conversation with Buckingham’s Chief Investment Officer Jared Kizer, CFA; Wealth Advisor Sue Stevens, CPA/PFS, CFP®, CFA®, CAP® and Chief Planning Officer Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS®.

If you have friends/family/neighbors who are not currently Buckingham clients but would benefit from this conversation, feel free to share the replay link.

Looking for additional insights? Check out the latest piece from our webcast guest, Sue Stevens:

Analyzing Your Tax Return

Want to catch up on what you’ve missed?  Below, find links to our previous webcasts:

Buckingham Post-Election Webcast: What Comes Next? (original air date: November 10, 2020)

Buckingham’s Take: Fiscal and Tax Policy Possibilities in the Biden Era (original air date: January 26, 2021)

The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice. Individuals should speak with qualified professionals based upon their individual circumstances. The analysis contained in this article may be based upon third-party information and may become outdated or otherwise superseded without notice. Third-party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed.

By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party websites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.

© 2021 Buckingham Strategic Wealth®

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Buckingham Strategic Wealth

Buckingham Strategic Wealth was founded in 1994 to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and company-wide integrity, we serve as a Registered Investment Advisor offering fee-based investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans.

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