May 29th, 202411:00 a.m Central Time
May 29th, 2024 | 11:00 a.m Central Time
Virtual
Fifty Years, Three Bear Markets: Some Investing Lessons from History
Since 1973, the U.S. stock market has dramatically declined on three different occasions. Discover how despite these setbacks, domestic companies have bounced back and continued to grow their dividend earnings strongly over time.
In the last five decades, the U.S. stock market has weathered through three significant declines. In this session, the team will take a deep dive into why this happens, the impact of these fluctuations and why it’s best to stay the course on your investing journey
This session explores:
- The causes of dramatic declines in the stock market
- How these drops have impacted the S&P 500
- Some reasons why earnings have bounced back so robustly
- Why there is no reason to panic, even in the most volatile markets
- And key takeaways
Register Now
Featured Speakers
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Erik J. Christman, CFP®, CPA and Patrick J. Walsh, CFP®
Erik Christman and Patrick Walsh are wealth advisors in Buckingham’s Cincinnati office and have worked together providing advice to clients for nearly 15 years. Clients can count on them to be providing clarity, confidence and being a catalyst to get things done. This straightforward approach, coupled with a data-driven planning process and investment philosophy, allows Erik and Pat to coach clients through good and bad markets to make sure they have actionable strategies to reach their goals.
Other Upcoming Events
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July 20th, 2023 | 11:30 a.m. Central
Virtual
Preventing Identify Theft: How to Defend Your Finances
As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Buckingham’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.
You’ll learn strategies to fend off common identity theft tactics, including:- Establishing credit in your name
- Filing a fraudulent tax return on your behalf
- Compromising your online accounts
- Engaging in other malicious activities
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October 30th, 2024 | 11:30 a.m. Central
Virtual
Should You Name a Trust as Your IRA Beneficiary?
Business owners, are you sure you’re in compliance with the Corporate Transparency Act? In January, penalties will begin if you haven’t filed an initial report with your ownership details.
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November 12th, 2024 | 2:00 p.m. Central
Virtual
Connects Quarterly Webinar: Q4 2024
Join our panel of industry thought leaders who will share their perspectives on market performance, review the latest financial planning developments and discuss the investment outlook. Find out what it all means for your financial plan.
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November 21st, 2024 | 11:30 a.m. Central
Virtual
Year-End Tax Planning to Maximize Your Savings
Join us for a timely discussion on legislation changes, Roth conversions, tax-loss harvesting and more. You’ll learn actionable strategies to take now so you can prepare for 2025 and beyond.
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December 11th, 2024 | 11:30 a.m. Central
Virtual
New Year, New Budget: Save more & argue less while living your best life in 2025
In this session, Director of Family Budget Services Rob Bertman, CFA®, CSLP®, CFP® shows you how to set up your finances for success.