We’ve changed our name. The BAM ALLIANCE has become Buckingham Strategic Partners. Find out more
Working your comprehensive, long-term financial plan means taking advantage of wealth-building opportunities that a down market can offer. Here are five planning items to consider now. Read more
In chess, all the right moves ultimately are knowable. In poker (and investing and life), you can hold a great hand, make all the correct choices, and still lose. Wealth Advisor Doug Buchan looks at how this conundrum can affect the way we make financial decisions. Read more
Wealth Advisor Connie Brezik offers some tools for finding your voice and overcoming the fear of offending a loved one when aging or diminished capacity make a difficult financial conversation necessary. Read more
The SECURE act expands qualified education expenses under the rules governing 529 college savings plans that affect families saving for college or paying off student loans. Read more
If your goal is progress toward your financial goals for 2020 and beyond, February is a perfect time to address talk with your wealth advisor. Read more
No events scheduled at this time.