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:
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 The analysis contained in this article may be based upon third-party information and may become outdated or otherwise superseded without notice.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.
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© 2021 Buckingham Strategic Wealth®