Buckingham Weekly Perspectives | Direct Indexing

Dec 8, 2022

Recent Articles

Ring in the New Year with a Fresh Look at Your Financial Plan

January is not only a perfect time to implement your personal and professional resolutions – it’s also a great reminder to review your financial goals, plans and strategies. Decades of data have proven that successful financial outcomes are more likely to happen...

Overcoming the Challenges of Gen Two Advisors with Aaron Terwedo

The process of succession planning is difficult enough, but the transition from generation one to generation two of managing an advisory business can be even more challenging. Having different values, goals, and priorities, how can the two generations of advisors make...

How to Share Your Values with Legacy Letters

In wealth planning, it’s important to consider not just tangible assets but also the impact you hope to make on your community and family. This is often called one’s legacy, and a big component of that is intangible assets: your values and life lessons that can be...

Bringing Faith, Values, and Stewardship to Financial Planning

When most people think about their financial future, their first thoughts are about numbers and investments. However, financial planning is about so much more than just money. It’s about living with your core values and purpose and making choices and decisions that...

Buckingham’s Leadership Team’s Book Recommendation

This holiday season, if you are looking for a book recommendation for your favorite bibliophile, yourself, a family member, friend or colleague, Buckingham’s Leadership Team is spreading the cheer by sharing a few of their recommended reads. “My father shared a copy...