This week George and Stuart Zimmerman, wealth advisor, cofounder of Buckingham Strategic Partners, and Executive in Residence of the Olin School of Business at Washington University in St Louis come together for a Golden Civilization Conversation.
George and Stuart begin their conversation with a topical discussion regarding the coronavirus’s effect on the markets. With regards to investing, Stuart said “it would be a misdemeanor if you fail to rebalance and a crime if you get out.” Dividing his personal history into 3 Phases and discussing how he got to where he is now, Stuart refers to A Golden Civilization as Phase IV, a way to spend the remainder of his retired life. Listen to their conversation to hear the details of that vision, specifically as it relates to higher education and advice.
Stuart joined the Olin School of Business January 2016 as an Executive in Residence, bringing his extensive CPA, financial planning and wealth management experience as a resource. He helped Olin create a new master of finance degree in wealth and asset management. Stuart, is the Chair and CEO of Audubon, a membership group of St. Louis area civic-minded investors. Buckingham Asset Management was founded in 1994 by Stuart and 3 of his associates to provide a disciplined, academically based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Stuart retired January 2016. Buckingham Strategic Wealth, as it is now known, continues to offer an advisor relationship built on trust and company-wide integrity, Buckingham is national and serves as a Registered Investment Advisor offering fee-only investment management to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans. Stuart was a founder of BAM Advisor Services in 1997. BAM helps CPAs and other Registered Investment Advisor firms become successful, independent wealth advisors. Read more about Stuart here.