Make life easier in 2020
Got goals? Wealth Advisor Connie Brezik looks at a few practical approaches to removing obstacles, solving problems, and finding peace in 2020. Read more
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Active Management’s Persistent Failure to Persistently Outperform
Regardless of asset class or style focus, few active fund managers consistently outperformed their peers. Larry Swedroe surveys data from the latest SPIVA persistence scorecard. Read more
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Crafting Your Spending and Savings Plan: Unlocking the Door to Financial Freedom
Bethany Ketron shares six simple steps to create a spending and savings plan aligned with your goals. Read more
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Recency Bias Erodes Discipline and Destroys Investor Returns: Reconsidering Reinsurance
Resisting recency bias, writes Larry Swedroe, is the key to earning the premiums available from all risk assets, including reinsurance. Read more
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Turning a Saver Into a Spender
Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement. Read more
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The Buckingham Family of Financial Services Unveils New Brand Structure
A unified brand identity following the 2018 merger of BAM Advisor Services and Loring Ward will better position Buckingham in an evolving financial services landscape. Read more
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Figuring Out if You Should Retire
Sure, having enough money is an important part of the retirement equation, but there's much more to consider as well. Wealth Advisor Connie Brezik tackles four questions to ask and answer before you take this step. Read more
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Living a Life Worthy of a Legacy at Any Age
Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don't have to wait on an estate to forge a legacy. Read more
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A Successful Small Business Start-Up
As any small business owner knows, there's a lot to running a company. To be successful, writes Wealth Advisor Connie Brezik, you'll want to learn what you need to know before you open your doors. Read more
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Finding and Supporting Your Passion
Donating to a nonprofit organization is a wonderful way to make a positive impact and taking the time to research and vet these organizations can lead to life-long partnerships between you and the charity. Read more
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