Resources

Our Resources

As a Buckingham client, our insights and resources are constantly at your disposal. But, as a trusted voice in the industry, we also publish our findings and perspectives for your benefit. From articles to podcasts and videos, see our latest below.

  • January 17, 2023

    2022’s Investment Lessons

    While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.

    Read the article
  • January 17, 2023

    Economic Views: Inflation May Have Peaked as New Year Begins

    As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.

    Read the article
  • January 17, 2023

    2023 Planning Considerations and Strategies for Individual Taxpayers

    Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.

    Read the article
  • January 03, 2023

    How To Weigh The Risks Of A Private Equity Offer

    For dental practice owners looking to sell, a private equity deal offer may be enticing. However, it’s important to assess the three types of risks you’ll be faced with when considering the offer: risks you can control, risks you can influence and risks you can’t control.

    Read the article
  • January 02, 2023

    Ring in the New Year with a Fresh Look at Your Financial Plan

    As you get started on your resolutions this year, don’t forget to flex your fiscal muscles and review your financial goals. Six smart strategies will help you plan for the best year yet.

    Read the article
  • December 19, 2022

    How to Share Your Values with Legacy Letters

    Knowing your values is a big part of the financial planning process. Articulating them in a letter is a way to make sure your intangible assets are remembered.

    Read the article
  • December 05, 2022

    Buckingham's Leadership Team's Book Recommendation

    If you too are looking for a great read for yourself, or perhaps a gift idea for your favorite bibliophile, family member, friend or colleague, check out some of our Buckingham Leadership Team’s favorite selections.

    Read the article
  • November 21, 2022

    Inherited an IRA? Here’s Why Planning Distributions Early Matters

    If you’ve inherited an IRA recently, here’s what you need to know about planning distributions and keeping up with changing tax rules.

    Read the article
  • November 10, 2022

    The Great Retirement Debate

    In his latest venture, Jeff Levine has teamed up with financial heavyweight Ed Slott of Ed Slott and Company to launch a brand new, consumer-friendly podcast, The Great Retirement Debate.

    Read the article