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Like many people, I have invested in the stock market for many years. Through all the ups and downs of the markets. But after 40 years in the workforce, my largest pool of investment money isn’t in stocks in my personal portfolio. It’s in my IRA and 401(k). This is true for most people who...

Some of the best money wisdom I've learned over the last nearly 40 years came from my clients who were parents and grandparents: If you can't earn it and you can't accumulate it, then you won’t be able to keep it if you are lucky enough to inherit it. By observation, I've learned this to...

My friend “Wilbur,” who isn’t a client of my firm, reached out to me the other day. He asked about buying and selling stocks using popular online trading platforms. Wilbur is a young man, and he’s successfully growing a career. We’ve discussed investments and financial planning topics in the past. I supported his idea of...

In a recent post, I outlined a six-step approach to saving and building wealth. The last step in that process is “Have a Plan” and put it in writing. If you are a Buckingham Strategic Wealth client, your written plan is called an Investment Policy Statement. This carefully constructed document spells out how your portfolio...

During a difficult period of time in my life, a wise counselor told me, “Jeff, there are two kinds of things in the world, those you can’t do anything about, and those that you can do something about.” Think only about the ones you can affect and you’ll save a lot of time and energy....