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

  • May 17th, 2023 | 5:30 – 7:30 p.m. Central

    Retirement: Beyond the Financials

    8182 Maryland Ave., Suite 500, St. Louis, MO 63105
    Fifth floor Education Center

    While you have been working hard to achieve your monetary goals to live a full retirement, have you considered the emotional challenges you may face when transitioning into this next phase of life?

    During our live, in-person event, speaker, coach, consultant, featured guest and co-author Alan Spector explores the importance life planning plays in financial preparation.

    Enjoy a light dinner while Alan shares strategies to tackle the obstacles that may hinder you from enjoying a fulfilling retirement, including:

    • Ten key elements of a fulfilling retirement
    • A guide to creating a personalized retirement life plan
    • Suggestions for initiating crucial conversations with those closest to you about retirement plans
    • A framework for deciding when to retire
    • How and why you may want to “practice retirement” while still working

    As a special gift, each participant will receive a copy of Alan Spector’s “Your Retirement Quest” book and workbook.

  • 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
  • May 30th, 2024 | 11:30 a.m. Central

    Virtual

    What You Need to Know When Inheriting an IRA

    In this session, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss what IRA owners and their future beneficiaries should know when transferring accounts to heirs.

  • June 4th, 2024 | 10:00 a.m. Eastern Time

    Virtual

    Strategies Single, Divorced or Remarried Individuals Can Use to Reduce Estate Taxes

    Join Wealth Advisor Adam Yofan and a panel of divorce and estate planning attorneys who will discuss tax-saving options for high-net-worth individuals who expect to have complex estates to manage.

  • June 25th, 2024 | 11:30 a.m. Central

    Virtual

    Three Keys to Building the Right Portfolio for You

    In this session, Chief Planning Officer Jeffrey Levine will guide participants through the key factors to consider when building a personalized investment portfolio.