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Financial and Tax Planning Resources

July 2021 Market Insights Thumbnail

July 2021 Market Insights

The S&P 500 continues to make new highs, with the market up over 17% this year (including dividends) and up about 38% over the past 12 months. The Dow Jones Industrial Average is around 35,000, while it touched 30,000 for the first time this past November.

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Behind the Scenes in the Investment Department Thumbnail

Behind the Scenes in the Investment Department

We take a deeper dive into one part of the services we offer that includes planning, investments, business services, and taxes. We take you behind the scenes into our Investment Department, where we research stocks on a weekly basis. For the written transcript or to view the video, please click READ MORE below.

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June 2021 Market Insights Thumbnail

June 2021 Market Insights

Although it has not been a straight path higher, the S&P 500 index has logged 29 new record closing highs year-to-date. Retail investors have perhaps been emboldened, as the financial channels continue to spotlight the parabolic moves of latest “meme” stock(s) targeted by the WallStreetBets and other Reddit crowd traders.

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May 2021 Market Insights Thumbnail

May 2021 Market Insights

Inflation concerns are rising. So, for this newsletter, we will focus on consumer inflation and the CPI, or Consumer Price Index. There are many variations of CPI, including month-over-month, year-over-year, seasonally adjusted, and with or without food and energy prices.

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April 2021 Market Insights Thumbnail

April 2021 Market Insights

Year-to-date, the equity markets continue to show positive momentum, reflecting growing signs of the economic recovery and rising expectations for corporate earnings. The S&P 500 is up 11.5% year-to-date as of yesterday’s close.

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March 2021 Market Insights Thumbnail

March 2021 Market Insights

Looking at 1-year returns, we are at an extreme moment in time. While the closing low for stocks in 2020 came on March 23rd, the 1-year returns from March 16th are still impressive: large cap, mid cap, small cap, and international stock indices have generally gained 60% or more. Treasury bonds, viewed as the safe haven, have not fared well due to rising interest rates. While the price of gold has increased over the past year, relative to the S&P 500, the performance is near the 10-year low seen in 2018.

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February 2021 Market Insights Thumbnail

February 2021 Market Insights

Month-to-date, February’s stock market performance has certainly been making up for January’s disappointing end. There are several reasons for the equity market’s overall optimism, all of which point toward better days ahead for the economy.

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The Time and Money Equation Thumbnail

The Time and Money Equation

While the expression often goes “time is money,” at Buckingham Advisors we believe a more fitting expression would be “money is time.” No one can have more time, and money cannot directly buy happiness, but having more wealth could allow you to focus more of your time on what you enjoy. Money is a tool, not something to be loved or feared in and of itself.

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January 2021 Market Insights Thumbnail

January 2021 Market Insights

It is said that there often seems to be a disconnect between Main Street and Wall Street. Despite all the social and economic pain endured last year and the fastest market decline for the S&P 500 into bear market territory, 2020 ended with the S&P 500 rising 18.4% and reaching 33 new record closing highs. After last year, we really should be used to expecting the unexpected from markets.

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December 2020 Market Insights Thumbnail

December 2020 Market Insights

It's worth noting that the S&P 500 has marked 30 new closing highs this year and rallied 64% from its March low as of yesterday’s close. The technology heavy NASDAQ Composite has registered 50 new closing highs so far this year. I am not sure if that is a record number of new highs in a single year for that index, but it is certainly impressive. In addition, after years of lagging their large size peers, small company stocks tracked by the Russell 2000 index have reached nine new record closing highs year-to-date.

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