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buckingham strategic partners

How to Help Aging Parents With Their Finances

  • April 20th, 2017
  • Buckingham Strategic Partners

Helping aging parents with their finances. Role reversal: If you have aging parents, they may need help sorting out their finances. Stuart Vick Smith lays out some steps you can take to help them feel in control of their financial life. Find it on KVUE.com By clicking on any of the links above, you acknowledge… Read More

A More Complex View On Value

  • April 20th, 2017
  • Buckingham Strategic Partners

Larry Swedroe shows that book-to-market isn’t the only criteria for defining the value factor. Eugene Fama and Kenneth French’s 1992 paper, “The Cross-Section of Expected Stock Returns,” resulted in the development of the Fama–French three-factor model. This model added the size and value factors to the market beta factor. As my co-author, Andrew Berkin, and… Read More

Private Equity Adds Risk, Little Return

  • April 20th, 2017
  • Buckingham Strategic Partners

Larry Swedroe on how the risk of private equity doesn’t always equal higher returns. The term “private equity” is used to describe various types (e.g., buyout funds and venture capital funds) of privately placed (nonpublicly traded) investments. Even though buyout (BO) funds and venture capital (VC) funds have similar organizational and compensation structures, they are… Read More

Political Biases Can Impact Your Investing

  • March 28th, 2017
  • Buckingham Strategic Partners

Larry Swedroe reviews the evidence on how political biases can affect your investing. “It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light,… Read More

Moral Hazard In Hedge Fund Fees

  • March 28th, 2017
  • Buckingham Strategic Partners

Larry Swedroe on how a systematic approach can help mitigate the problem. The typical hedge fund fee structure includes a management fee, calculated as a fixed percentage of a fund’s net asset value, plus an incentive fee, calculated as a percentage of its trading profits. Some hedge funds use both hurdle rates and a high-water-mark… Read More

Financial Calm and Confidence

  • March 22nd, 2017
  • Buckingham Strategic Partners

Manisha Thakor on the importance of building relationships in financial planning. The best financial relationships occur when your wealth advisor is interested not just in investing your money, but in investing in your life. Manisha Thakor on helping clients achieve financial clarity, calm and confidence through the process of true wealth management. By clicking on… Read More

Why Busyness Isn’t Good Business

  • March 22nd, 2017
  • Buckingham Strategic Partners

Tim Maurer asks 12 thought leaders for techniques to stop the cycle of “busyness.” It’s old news that we’re busy and that we wear our busyness as a badge of honor. But a new study found that Americans, in particular, are actually buying it. Specifically, the study concluded that Americans who always say they’re “busy” are actually seen… Read More

The Ironic Conflict Of Interest of the Fiduciary Financial Advisor

  • March 15th, 2017
  • Buckingham Strategic Partners

Tim Maurer on the irony (or not) of fiduciaries supporting a fiduciary rule. The Trump administration’s move to delay implementation of the Department of Labor’s fiduciary rule has inspired me to delay implementation of my commitment to remain silent on matters of public policy and politics. It’s that important. It seems pretty obvious that those… Read More

When Vice Outperforms Virtue

  • March 15th, 2017
  • Buckingham Strategic Partners

Larry Swedroe checks the research on socially responsible vs. “vice” investing. Socially responsible investing (SRI) has been referred to as “double-bottom-line” investing. The implication is that investors are seeking not only profitable investments, but investments that meet their personal standards. For instance, some investors don’t want their money to support companies that sell tobacco products,… Read More

Social Security, and Getting Your Fair Share, with Steve Weiss

  • March 7th, 2017
  • Buckingham Strategic Partners

Manisha Thakor brings Buckingham’s Steve Weiss on the MoneyZen Podcast to discuss some of the ins and outs of Social Security. Manisha Thakor brings Buckingham’s Steve Weiss on the MoneyZen Podcast to discuss some of the ins and outs of Social Security, including strategies for claiming benefits and optimizing them to fit your life and financial… Read More

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