May 29th, 202411:00 a.m Central Time

May 29th, 2024 | 11:00 a.m Central Time

Virtual

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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

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Featured Speakers

  • 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

  • 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
  • January 30th, 2025 | 11:30 a.m. Central

    Virtual

    Tax Planning Strategies for 2025

    Whether it’s income, investments, retirement savings, or estate planning, taxes affect nearly every aspect of your financial life. Strategic tax planning can help reduce liabilities and improve your overall financial position.

  • February 27th, 2025 | 11:30 a.m. Central

    Virtual

    Social Security Benefits: 5 Things Married Couples Should Know

    While Social Security benefits are an important source of income for many couples, the rules surrounding them can be incredibly complex.