Our Resources

Buckingham clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Investing

    September 28, 2022

    Buckingham Weekly Perspectives | What’s been happening in the markets?

    In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares a broad perspective of what has happened, why it happened and the implications for investors.

    Watch the video
  • Estate & Trust

    September 26, 2022

    Five Reasons Your Financial Advisor Should Review Your Will

    Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets.

    Read the article
  • Investing

    September 19, 2022

    Buckingham Connects Webcast: September 2022

    During our September Buckingham Connects webcast, we answered questions about the current market and economic situation, pending legislation and trajectory of interest rates.

    Watch the video
  • Investing

    September 19, 2022

    Buckingham Weekly Perspectives | Interval Funds

    Chief Investment Officer Jared Kizer explains what interval funds are, their pros and cons and how they may be a beneficial addition to a well-balanced financial plan.

    Watch the video
  • Education Funding

    September 14, 2022

    Buckingham Weekly Perspectives | September, 14 2022

    How will the recent student loan forgiveness legislation impact your planning strategies?

    Watch the video
  • Charitable Giving

    September 07, 2022

    How To Start Strategizing for Charitable Giving Season

    Learn four ways you can maximize your financial impact and how wealth advisor Elliot Dole believes planning for the long term requires a shift in perspective.

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  • Investing

    September 06, 2022

    Buckingham Weekly Perspectives | September, 7 2022

    Chief Investment Officer Jared Kizer explores risks and benefits of putting your money in short-term vs. long-term maturity assets.

    Watch the video
  • Education Funding

    August 31, 2022

    Buckingham Weekly Perspectives | August, 31 2022

    The nation is abuzz about the recent announcement of President Biden’s student debt forgiveness program. How will these changes impact you and your loved ones?

    Watch the video
  • Family Life & Transitions

    August 29, 2022

    How to Find an Advisor You Can Trust

    Buckingham Strategic Wealth Chief Research Officer Larry Swedroe has compiled a list of five criteria that should be an absolute requirement when vetting a new advisor.

    Read the article
  • Investing

    August 23, 2022

    Buckingham Weekly Perspectives | August 24, 2022

    Buckingham’s Chief Investment Officer Jared Kizer shares what stagflation is, his thoughts on the likelihood of it occurring and how to protect your investments.

    Watch the video
  • Business Ownership

    August 17, 2022

    Why Businesses Should be Treated as Investments

    Are you a business owner? Here's what you can do to correctly evaluate the value of your company.

    Read the article
  • Investing

    August 17, 2022

    Why Stocks Have Rebounded So Quickly

    Buckingham’s Managing Director of Investment Strategy Kevin Grogan shares some positive market developments and the “why” behind the optimistic forecast.

    Watch the video
  • Business Ownership

    August 16, 2022

    Should You Refinance Your Student Loans?

    As a Buckingham Practice Integration Advisor, I am often asked this question: “My student loans are in forbearance. Should I look to refinance now?”

    Read the article
  • Business Ownership

    August 16, 2022

    What Should I Be Thinking About When Making a Capital Investment in a Rising Rate Environment?

    Whether you want to upgrade to the newest technology, need to replace worn equipment or give your lobby a facelift, what should you consider before making a capital investment in your business?

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  • Investing

    August 15, 2022

    Why The Location Of Your Investments Matters

    Most investors have a process for deciding which investments to buy in their portfolio—with different objectives for building wealth over time. But once you’ve selected your investment mix, have you considered how the account that holds your investments affects what you ultimately earn?

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  • Investing

    August 10, 2022

    Buckingham Weekly Perspectives | August 10, 2022

    In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer shares the pros and cons of owning or investing heavily in corporate bonds.

    Watch the video
  • Investing

    August 02, 2022

    Buckingham Weekly Perspectives | August 2, 2022

    In a surprise move, Manchin and Schumer agreed on the Inflation Reduction Act (IRA) to help contain skyrocketing costs and decrease the deficit.

    Watch the video
  • Investing

    August 01, 2022

    Invest Like A Girl

    Investing can be an overwhelming process. Due to circumstances beyond their control, women face additional challenges and hurdles when it comes to growing their money.

    Read the article
  • Investing

    July 27, 2022

    Buckingham Weekly Perspectives | July 27, 2022

    If you are handling your own investments, target date funds may be a great allocation to your portfolio. These funds are set to change asset allocations over time as your designated retirement year approaches.

    Watch the video
  • Investing

    July 26, 2022

    Economic Brief: All Eyes On Inflation For The Remainder Of 2022

    While there’s always uncertainty in the outlook for the economy and financial markets, a confluence of events has pushed the level of uncertainty to high levels.

    Read the article
  • Investing

    July 25, 2022

    Buckingham Connects Webcast: Perspectives on the Economy & Markets—Planning for 2022 and Beyond

    During our Buckingham Connects webcast, we answered viewer’s questions about inflation’s impact, the job market, supply chain issues and more.

    Watch the video
  • Investing

    July 20, 2022

    Buckingham Weekly Perspectives | July 20, 2022

    In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer discusses the latest market updates and shares the five-year economic forecast.

    Watch the video
  • Investing

    July 18, 2022

    The “4 Rs” of Behavioral Finance

    Without pausing to engage the rational area of the brain when faced with a big decision, especially financial ones, you risk causing more harm than good.

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  • Investing

    July 13, 2022

    Buckingham Weekly Perspectives | July 13, 2022

    What is the difference between value and growth stocks? In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer explains the differences between these equity investment strategies and shares the rewards and risks.

    Watch the video
  • Investing

    July 06, 2022

    Buckingham Weekly Perspectives | July 6, 2022

    Is it better to invest all your funds at once or should you utilize a dollar cost averaging approach and spread out your investments over time?

    Watch the video
  • Investing

    July 05, 2022

    Summer, Sun and Scams: Protect your Vacation from Fraud

    The summer months kick off many seasons of happiness – the end of the school season for kids, BBQ season, baseball season (this is a happier time for some fans more than others) and vacation season. Over the next few months, millions of Americans will hit the road or take to the skies in search of fun, adventure, relaxation and quality family time.

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  • Estate & Trust

    June 27, 2022

    Managing Your Digital Legacy

    We are all familiar with the benefits estate planning can provide. Yet, an often-overlooked part of estate planning is defining how our heirs should manage our digital assets after we pass or become incapacitated.

    Read the article
  • Investing

    June 22, 2022

    Buckingham Weekly Perspectives | June 22, 2022

    Over the past few weeks, the market has been nothing short of a roller coaster ride.

    Watch the video
  • Investing

    June 22, 2022

    Buckingham Weekly Perspectives | June 29, 2022

    While Treasury Inflation-Protected Securities (TIPS) may not be as well-known as conventional Treasury bonds, they are gaining popularity due to their ability to hedge against inflation risk.

    Watch the video
  • Tax Strategies

    June 21, 2022

    Tax-Loss Harvesting: Making Lemonade out of Lemons

    Although market downturns are inevitable and expected, they are never pleasant to experience. On the bright side, these dips present an opportunity to make the proverbial lemonade out of lemons by allowing Uncle Sam to share the pain. This is accomplished through a process called tax-loss harvesting. Buckingham Wealth Advisor Kent W. Schmidgall, CFP®, CKA® will break down this strategy into the three “P”s: principle, process and payoff.

    Read the article
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