New Castle
Proudly Serving Pennsylvania
New Castle
2599 Wilmington Road
New Castle, PA 16105
A message from
Corey Altman
Wealth Advisor
When it comes to investing, we help clients focus on the things they can control – minimizing costs, diversifying broadly and considering tax efficiency – and ignoring the things investors can’t, like the general movement of the markets.
Wealth Advisor Corey Altman collaborates with Buckingham’s specialists across the country to ensure the strategies we employ address the many intricacies of clients’ financial lives.
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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October 21, 2024
Romance in Retirement: Financial Considerations When Marrying Later in Life
Marrying in retirement may come with tax, estate planning and financial ramifications.
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October 09, 2024
Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts
Our Quarterly Outlook explores what may be ahead for markets and the economy.
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October 07, 2024
What Kind of Returns Can You Anticipate from Your Portfolio?
Investors often ask what a realistic long-term return for their portfolios might be. This article explores how to evaluate performance beyond just the most popular benchmarks.
Read the article