Third Tier Wealth Management

Third Tier Wealth Management Investment management & financial planning the way it should be...focused on you and your goals. All content is for information purposes only.

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ot reflect the experience of all Clients of the advisor. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Third Tier Wealth Management LLC dba Third Tier Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Third Tier Wealth Management LLC (“Third Tier Wealth”) is a registered investment advisor. Third Tier Wealth provides investment advisory and related services for clients nationally. Third Tier Wealth will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://thirdtierwealth.com/ Third Tier Wealth Management and Third Tier Advisors are not affiliated with or endorsed by the Social Security Administration or any other government agency. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of New York or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

There’s a whole world of stocks out there, but when the U.S. market is outperforming, does it make sense to stay investe...
04/01/2024

There’s a whole world of stocks out there, but when the U.S. market is outperforming, does it make sense to stay invested internationally? In this episode of Buckingham Perspectives, my colleague and Chief Investment Officer Kevin Grogan shares advice for investors about making decisions based on geographical trends.

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan reviews the performance of U.S. stocks and international stocks and how it should influence portfolio decisions.

02/29/2024

Married couples can often chip in extra funds to a second retirement account—even when one of them isn’t working.

The debate on whether a Republican or a Democratic President are better for the stock market or your investments is larg...
02/15/2024

The debate on whether a Republican or a Democratic President are better for the stock market or your investments is largely opinion. Dimensional looked at the data and came up with this....

Our interactive exhibit examines market and economic data for nearly 100 years of US presidential terms.

Fees and expenses matter when working with a financial advisor. In Principle 25 of our 27 Principles Every Investor Shou...
12/06/2023

Fees and expenses matter when working with a financial advisor. In Principle 25 of our 27 Principles Every Investor Should Know series, we cover an essential part of what it takes for successful retirement planning when working toward your retirement goals. Building wealth and financial freedom is easier when you are making smart investments and paying attention to not just mutual funds and investment costs but also investment churn and turnover. Check out the link in the comments below to watch!

Wondering whether the 60/40 portfolio is still a smart investing strategy for you? As many investors have started to que...
11/28/2023

Wondering whether the 60/40 portfolio is still a smart investing strategy for you? As many investors have started to question this strategy in recent months, my colleague and Chief Investment Officer Kevin Grogan covers the current state of the 60/40 portfolio, a mix of 60% U.S. stocks and 40% bonds, and explains why this time-tested strategy is not dead.

Chief Investment Officer Kevin Grogan covers the current state of the 60/40 portfolio.

11/16/2023

When Buckingham's Chief Investment Officer shares his wisdom on index funds, it's always worth listening.

When it comes to investing, not everyone is sure what they should pay attention to when it comes to taxes. Principle 24...
11/13/2023

When it comes to investing, not everyone is sure what they should pay attention to when it comes to taxes. Principle 24 touches on three things that can make a difference. I'll put a link in the comments to watch the video. Enjoy!

10/19/2023

Chief investment officer for Buckingham Strategic Partners putting things into perspective for this quarter. Inflation is coming down, but above targets, potential risks are on the horizon...UAW strike, student loan payments starting up again, and the potential for a government shutdown could have an impact on the markets.

When it comes to investing, what else should you prepare for besides the basics? The unexpected of course. In this vide...
10/03/2023

When it comes to investing, what else should you prepare for besides the basics? The unexpected of course. In this video, we cover Principle 23 of our series: 27 Principles Every Investor Should Know... where we discuss what preparing for the unexpected may look like. You can watch the video here
--> https://youtu.be/3v5sgkLyvSg

09/21/2023

Buckingham's Chief Investment Officer always has a solid perspective on the bigger picture. The housing market is top of mind for many, so I thought I would share this week's perspective. Enjoy!

As we hit the "home stretch" on the 27 Principles series, Principle 22 covers regular investing and the unexpected oppor...
09/19/2023

As we hit the "home stretch" on the 27 Principles series, Principle 22 covers regular investing and the unexpected opportunities that get created, and a lesson from not investing regularly. Click here to watch the video --> https://youtu.be/in5K2hFjqZM

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575 Jericho Turnpike, Suite 102
Jericho, NY
11753

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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