Our thought leaders share their perspectives on markets, the economic outlook and planning opportunities in the months ahead.
Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations and other developments on the horizon that may have an impact on your financial plan. During this recorded webinar, Chief Investment Officer Kevin Grogan, CFA, CFP® reviewed market performance, interest rates, the path of inflation, the housing market and how to determine the right asset allocation for your needs. Chief Planning Officer Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA shared new planning opportunities for the year, important changes in legislation and how the outcome of the 2024 presidential election could shape legislation in the coming years.
For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based on third-party data and may become outdated or otherwise superseded without notice. Third-party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this article. Please be advised that Buckingham only shares video and content through our website, Facebook, LinkedIn page, and other official sources. We do not post investment advice on WhatsApp, Telegram, other interactive applications, or other similar platforms. Rather, Buckingham provides investment advice only through individualized interactions. R-24-7469
Focus Advisor Solutions
When advisors work with Focus Advisor Solutions, they gain the strength of a nationwide community of wealth management professionals. With the support of a diverse team of financial planning leaders, tax professionals, investment researchers and portfolio managers, advisors are able to orchestrate a bespoke plan, tailored to each client’s unique situation. Clients benefit from Focus’s team of dedicated professionals who are constantly exploring and assessing the ever-changing landscape of investments, tax code, markets and planning strategies—with a singular focus on maintaining an evidence-driven, fiduciary approach that puts client’s interests first.
