Focus Partners Advisor Solutions
@focuspartnersas
We are a trusted outsourcing partner for financial advisors, supporting their success with white-glove solutions for their most challenging situations.
ID: 95535717
http://www.advisor.focuspartners.com 09-12-2009 00:24:49
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Last month, #coreinflation saw its largest increase in 40 years. In this recent St. Louis Business Journal article, Buckingham’s Jared Kizer shares his thoughts on investing during high inflation and some positive news for fixed income investors: tinyurl.com/au7s4p6m #BuckinghamInTheNews
Let’s get ready to rummmmble! Jeff Levine, CPA/PFS, CFP® has teamed up with #EdSlott on a consumer-friendly podcast #TheGreatRetirementDebate. Jeff and Ed will go head-to-head discussing critical topics in the retirement landscape every Thursday. greatretirementdebate.com
Congratulations on this well-deserved honor Jeff Levine, CPA/PFS, CFP®: ThinkAdvisor Luminaries 2022 Thought Leadership & Education award winner! tinyurl.com/bddsakvb #TALUMINARIES
Self-proclaimed nerd and Buckingham’s Jeff Levine, CPA/PFS, CFP® has been scouring the 300+ pages of SECURE 2.0. ThinkAdvisor features Jeff’s thoughts on the new bill, how it may impact investors and the flaws he identified that Senate overlooked. tinyurl.com/msdf9scx #BuckinghamInTheNews
In this episode of The Admired Advisor podcast with Steve Atkinson, Christopher Holtby shares his insightful perspectives and tips to help advisors think about trust services, ways to help clients understand their options, how to pick a trustee and more. buckinghamstrategicpartners.com/perspectives/d…
In this episode of Ask the Hammer, Buckingham’s Chief Planning Officer Jeff Levine, CPA/PFS, CFP® shares his thoughts on postponing or skipping an RMD. bit.ly/3x84qxV