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
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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Investing
November 16, 2022
Buckingham Weekly Perspectives | Recent Market News
In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares the latest financial news, how it affects the markets and how it may impact your portfolio.
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Retirement
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.
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Investing
November 09, 2022
Buckingham Weekly Perspectives | Maintaining International Diversification
In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer shares three reasons why it’s important to diversify your stock allocation outside of domestic companies.
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Tax Strategies
November 07, 2022
Top 10 Things to Do Before 2022 is Over
Before you sing Auld Lang Syne and ring in the new year, Buckingham Wealth Advisor Alyssum Malone shares ten financial considerations you may want to take advantage of before the end of the year.
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Investing
November 02, 2022
Buckingham Weekly Perspectives | Capital Market Assumptions for Planning
Managing Director of Investment Strategy Kevin Grogan shares how we use capital market assumptions in our overall planning process.
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Retirement
October 27, 2022
Buckingham Connects Workshop: Understanding and Managing Sequence of Returns Risk in Retirement
If you are retired or planning to retire soon, understanding and managing the concept of sequence of returns risk may go a long way towards improving your chances of a successful retirement.
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Investing
October 26, 2022
Buckingham Weekly Perspectives | Private Credit Markets
Chief Investment Officer Jared Kizer explains what private credit is and how it may benefit you.
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Cashflow & Budgeting
October 19, 2022
Buckingham Weekly Perspectives | Inflation: How Did We Get Here?
On this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares the causes of high inflation and how world events have shaped our current economy.
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Cashflow & Budgeting
October 18, 2022
How to Navigate Your Student Debt Relief Options
There are three major parts to Biden's plan to help those dealing with student loan debt.
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Retirement
October 17, 2022
Should You File for Social Security Early to Capture the Inflation Adjustment?
Social Security benefits will go up 8.7% in 2023, the largest adjustment in four decades. Here’s why you don’t need to rush to file to benefit from the increase.
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Cashflow & Budgeting
October 12, 2022
Buckingham Weekly Perspectives | The Strengthening Dollar
Over the last few months, the U.S. dollar has been gaining strength in foreign markets.
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Retirement
October 10, 2022
The A, B, Cs of Medicare
Medicare open enrollment is upon us. Where do you start?
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Investing
October 05, 2022
Buckingham Weekly Perspectives | Inflation Expectations
Good news is on the horizon! Inflation is expected to significantly decrease in the near term.
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Investing
October 03, 2022
Economic Brief: Labor Market Remains Tight As Global Risks Rise
While inflation has moderated since June, it remains stubbornly high, and the Federal Reserve took further action by raising rates again in September.
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Investing
September 29, 2022
What Caused Market Volatility To Rise
Although the recent volatility can be unnerving, it’s important to remember that it is impossible to accurately predict changes in the economy and how they might affect markets.
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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.
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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.
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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.
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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.
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Education Funding
September 14, 2022
Buckingham Weekly Perspectives | September, 14 2022
How will the recent student loan forgiveness legislation impact your planning strategies?
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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.
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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?
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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.
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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.
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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.
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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.
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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?”
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