Buckingham Tackles Market Outperformance and Tax Day in Our Next Live Q&A

Our next webcast will tackle 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. Depending on how quickly new tax legislation gets through Congress, we may also have some late-breaking analysis to share.

Join us as we host 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®.

Date: Monday, March 15, 2021

Time: 3:00 p.m. CST

Register Here

We will also tackle the questions you submit during registration—or if the webcast raises some for you—there will also be an opportunity to submit questions via Zoom during the live conversation. The webcast will be recorded.

All are welcome – if you have friends/family/neighbors who are not currently Buckingham clients but would benefit from this conversation, feel free to share the registration link.

Looking for insights before our Q&A? Check out the latest piece from our webcast guests, 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)

Share Button

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.

Foundational Materials

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.

Buckingham Library

Click on the covers to learn more and order the books our national thought leaders have written in recent years.

Previous Slide
Next Slide