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.
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Investing
March 13, 2023
The Collapse of Silicon Valley Bank
Head of Investment Research Jared Kizer takes a deep dive into what happened, why it occurred, the response of the Federal Reserve, how the closure may impact the markets and the possible implications for you.
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Family Life & Transitions
March 13, 2023
The Right Time to Buy? How to Factor in Higher Mortgage Rates
Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Buckingham’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.
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Investing
March 07, 2023
New and Improved Social Security Website
In this installment of the Buckingham Weekly Perspectives series, Chief Planning Officer Jeffrey Levine shares three reasons why you will love the new Social Security Administration website!
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Investing
February 28, 2023
Recent Bond Market and Inflation
In this edition of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer shares the latest updates on fixed income markets, interest rates and volatility.
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Family Life & Transitions
February 27, 2023
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint.
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Investing
February 21, 2023
Emphasizing Safety on the Bond Side of the Portfolio
Chief Investment Officer Kevin Grogan shares our philosophy on fixed income investing, why it’s important to deemphasize credit risk and a historical examination of taking such risks.
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Investing
February 14, 2023
Donor Advised Funds
Chief Planning Officer Jeffrey Levine shares three reasons why donor advised funds are a great way to support your favorite charities while still receiving a tax break.
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Family Life & Transitions
February 13, 2023
Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future
The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?
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Investing
February 08, 2023
The Arithmetic of Active Management
In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explores this idea, explains the two types of investors and shares the possible costs of active management.
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Cashflow & Budgeting
February 03, 2023
Avoiding Fraud, Theft and Overcharges
No small business owner wants to find out they’ve been a victim to fraud, especially if carried out by a trusted employee. Senior Tax Manager Shawn Williamson provides several tips on how to safeguard your company’s assets.
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Investing
February 02, 2023
Buckingham Connects Quarterly Webinar: January 2023
The webinar covered last year’s market performance, the outlook for investment strategies in 2023 and planning changes brought on by SECURE Act 2.0.
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Investing
February 01, 2023
Three Financial Resolutions for the New Year
Chief Investment Officer Kevin Grogan shares three easy financial resolutions to keep your bank account happy and protect your heirs in 2023 and beyond.
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Investing
January 25, 2023
What is the Treasury Debt Ceiling?
In this episode of Buckingham Weekly Perspectives, Head of Investment Research @Jared Kizer explains what the debt ceiling is, practical considerations and the potential impact of this important event.
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Cashflow & Budgeting
January 18, 2023
Central Bank Digital Currency (CBDC)
Chief Investment Officer Kevin Grogan explores the concept of central bank digital currency (CBDC), the evolution of our fiscal system and the future of money.
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Investing
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.
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Investing
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.
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Tax Strategies
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.
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Retirement
January 11, 2023
Buckingham Weekly Perspectives | Three Key Changes in the SECURE Act 2.0
Chief Planning Officer Jeffrey Levine shares three of the most important components of this bill and how it may impact you for years to come.
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Tax Strategies
January 04, 2023
Buckingham Weekly Perspectives | Three Ways to Lower Your 2022 Tax Liability
Chief Planning Officer Jeffrey Levine shares three strategies you can implement now to save money on last year’s returns.
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Family Life & Transitions
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.
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Tax Strategies
December 28, 2022
Buckingham Weekly Perspectives | Three Tax Tips for 2022
Chief Planning Officer Jeffrey Levine shares three tips you can utilize immediately to lower your 2022 tax liability.
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Investing
December 21, 2022
Buckingham Weekly Perspectives | 2022 Stock Market Year-in-Review and 2023 Outlook
Chief Investment Officer Kevin Grogan shares the stock market's highs and lows over the last year and his outlook for 2023.
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Investing
December 20, 2022
Buckingham Connects Webcast: December 2022
Our December Buckingham Connects webcast covered the forces driving recent market optimism, year-end planning strategies and our outlook for 2023.
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Estate & Trust
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.
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Investing
December 14, 2022
Buckingham Weekly Perspectives | 2022 Bond Market Year-in-Review and Outlook for 2023
Chief Investment Officer Kevin Grogan Kevin Grogan shares his year-in-review of the bond market, and what we may expect in the near future.
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Investing
December 07, 2022
Buckingham Weekly Perspectives | Direct Indexing
Chief Investment Officer Jared Kizer shares specific situations where this lesser known broad diversification strategy of direct indexing may be beneficial.
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Retirement
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.
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Investing
November 30, 2022
Buckingham Weekly Perspectives | The Collapse of the FTX Cryptocurrency Exchange
In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer shares three lessons learned from the failure of recent collapse of the FTX Cryptocurrency Exchange.
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Investing
November 23, 2022
Buckingham Weekly Perspectives | U.S. Stock Market
In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares valuable insights on the performance of U.S. stocks, FANMAG stocks and the importance of diversification.
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Tax Strategies
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.
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