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

    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.

    Watch the video
  • 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.

    Read the article
  • 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.

    Read the article
  • 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.

    Read the article
  • 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.

    Watch the video
  • 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.

    Read the article
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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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  • 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.

    Watch the video
  • 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.

    Read the article
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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.

    Read the article
  • 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.

    Watch the video
  • Retirement

    October 10, 2022

    The A, B, Cs of Medicare

    Medicare open enrollment is upon us. Where do you start?

    Read the article
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