Top 10 Things to Do Before 2022 is Over

by | Nov 8, 2022 | Uncategorized

The holidays usher in a joyful time of family gatherings, holiday parties, fun with friends and the promise of a bright new year. But before you put a bow on 2022, there are a few financial housekeeping tasks that you should review. From my experience with clients, I...

Clearing Financial Advisor’s Biggest Hurdles

by | Nov 4, 2022 | Uncategorized

Simply put, our goal at Buckingham Strategic Partners is to solve the problems financial advisors face on a daily basis. Like many “TAMPs”, we offer evidence-driven investment models, back-office support, portfolio management software and reporting, practice...