How do you maintain a profitable dental practice while retaining talent? Practice Integration Advisor Thomas Bodin, CFA, CFP® shares strategies to help practice owners navigate increased staffing costs and shortages.
About us
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.
- Website
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https://buckinghamstrategicwealth.com/
External link for Buckingham Strategic Wealth
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Clayton, Missouri
- Type
- Public Company
- Specialties
- investment management, wealth management, fixed income, risk management, advanced planning, investor education, institutional investing, and retirement plan management
Locations
Employees at Buckingham Strategic Wealth
Updates
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Should you invest more in the countries poised for greater economic growth? India’s economy is one having a big moment now as some forecasters predict it could become the world’s third largest in the next five years. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan, CFA, CFP® reviews the academic evidence on what economic growth trends mean for investors.
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How can you be sure your investment portfolio is designed with the right strategy for your needs? Join our interactive webinar on June 25, “Three Keys to Building the Right Portfolio for You,” where Chief Planning Officer Jeffrey Levine will guide participants through the key factors to consider when building a personalized investment portfolio. Register today!
3 Keys to Building the Right Portfolio for You
buckinghamstrategicwealth.com
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“A tax-savvy wealth advisor collaborates with you, your accountant and your lawyer in three critical ways: they help you derive and articulate your ultimate end goals, they navigate and structure the near-term planning need and minimize ongoing wealth lost to taxes year after year, in favor of your ultimate end goals,” Buckingham Advisor Elliot Dole, CFP® shares his input with MarketWatch on the benefits of using a financial planner in your real estate dealings.
I own over $5 million in real estate that I’d like to unload. But what should I consider before going through with this and who can help me?
marketwatch.com
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Do you know Buckingham has a specialty dedicated to LGBTQ financial planning? This team is trained in the nuances, difficulties and opportunities surrounding investing, taxes, investments, estate planning, life insurance and more for LGBTQ individuals. Check out our article on “Five Money Conversations You Need to Have with Your Partner.”
Five Money Conversations You Need to Have with Your Partner
buckinghamstrategicwealth.com
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Unfortunately, the rules for using IRAs can become confusing for beneficiaries. The good news? With some careful planning, beneficiaries have several options to take advantage of the tax benefits these accounts offer. Watch the replay of Buckingham’s webinar to find out how to make the most of an inherited IRA.
What You Need to Know When Inheriting an IRA
buckinghamstrategicwealth.com
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How can you be sure your investment portfolio is designed with the right strategy for your needs? Join our interactive webinar on June 25, “3 Keys to Building the Right Portfolio for You,” where Chief Planning Officer Jeffrey Levine will guide participants through the key factors to consider when building a personalized investment portfolio. Register today!
3 Keys to Building the Right Portfolio for You
buckinghamstrategicwealth.com
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For frequent travelers, unexpected out-of-pocket costs not only have the potential to create setbacks on your journey—but also for your financial plan. Wealth Advisor Susan Chesson CFP®, CPWA® shares the benefits of selecting an appropriate travel insurance policy for your next vacation.
Secure Your Next Adventure: Why Travel Insurance Shouldn't Be an…
buckinghamstrategicwealth.com
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The choices you make at the grocery store can not only impact your waistline, but also your bottom line. In this Huffington Post article, Director of Family Budget Services Rob Bertman, CFA, CSLP®, CFP® weighs in on small, easy ways to make a big impact on your food bill.
7 Grocery Shopping Mistakes That Cause You To Overspend
huffpost.com