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 and videos, see our latest below.

  • Investing

    May 18, 2022

    Buckingham Weekly Perspectives | May 18, 2022

    How can you protect your personal finances during times of high inflation? On this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares three considerations to protect your money.

    Watch the video
  • Cashflow & Budgeting

    May 12, 2022

    Buckingham Connects: May 2022

    During our Buckingham Connects live webcast, three of the industry’s thought leaders answered pressing questions about inflation, interest rate increases, tax legislation and more from concerned viewers just like you. Watch this interactive conversation in its entirety!

    Watch the video
  • Investing

    May 06, 2022

    Prepare Your Portfolio for Midterm Elections

    How will the upcoming elections affect your portfolio? Buckingham’s Daniel Campbell offers three points to consider as America heads to the polls.

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  • Investing

    May 04, 2022

    Buckingham Weekly Perspectives | May 04, 2022

    Over the past few months, the value of some fixed income strategies have dipped up to 10%. Why is the fixed income market so volatile right now? In the latest edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer explains the factors behind this instability, why your clients may want to still invest in fixed income markets and his thoughts on the future.

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  • Investing

    April 29, 2022

    Buckingham Weekly Perspectives | April 29, 2022

    In this week’s edition of Buckingham Weekly Perspectives, Buckingham Wealth Partners Managing Director of Investment Strategy Kevin Grogan, CFA, CFP® discusses market volatility, interest rates, inflation and recent changes implemented by the Federal Reserve.

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  • Tax Strategies

    April 25, 2022

    Leveraging Tax-Savings Opportunities with the Help of an Advisor

    Buckingham Client Development Advisor, Amanda Merrill, breaks down four considerations to help maximize your tax-savings opportunities.

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  • Investing

    April 20, 2022

    Buckingham Weekly Perspectives | April 20, 2022

    In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer, CFA explains the pros and cons of having a portion of your stock allocation dedicated to international and emerging markets.

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  • Investing

    April 12, 2022

    Buckingham Weekly Perspectives | April 12, 2022

    On our latest Weekly Perspectives, Kevin Grogan, CFA, CFP® talks alternative investments and their positive developments over the past few years. Check it out and, as always, connect with your advisor to discuss if it might be a good fit for your investment plan.

    Watch the video
  • April 08, 2022

    The Big Spend

    COVID-19 created an economic impact. However, people today are still making luxury purchases and traveling around the world. The big spend is on!

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  • Investing

    April 07, 2022

    Buckingham Weekly Perspectives | April 7, 2022

    On this week’s weekly perspectives, Kevin Grogan, CFA, CFP® talks inverted yield curves and the historical data that helps us understand what this could mean for your investments.

    Watch the video
  • Business Ownership

    March 31, 2022

    Welcome to the Family!

    Buckingham is excited to offer a warm welcome to our newest acquisition in Overland Park, Kansas – Lumia Wealth.

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  • Investing

    March 29, 2022

    Buckingham Weekly Perspectives | March 29, 2022

    In this week’s Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer, CFA delves into the hot topic of interest rates.

    Watch the video
  • Family Life & Transitions

    March 28, 2022

    How an Advisor Helps His Daughter Search for Her Dream College

    Helping you find schools that will prepare your children for success and happiness without compromising your retirement or other financial goals.

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  • Investing

    March 24, 2022

    Buckingham Weekly Perspectives | March 24, 2022

    Inflation is the highest it’s been in almost 40 years. How do you protect your portfolio?

    Watch the video
  • Investing

    March 24, 2022

    Five Ways Women Can Take Control of Their Finances

    Women’s individual and collective experiences, situations, challenges and solutions vary widely. This makes it nearly impossible – and irresponsible – to apply a “one size fits all” approach to women’s wealth management. But one thing we do know, our paths to achieving financial stability and success can vary greatly from those of men.

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  • Investing

    March 17, 2022

    Buckingham Weekly Perspectives | March 17, 2022

    Kevin Grogan, CFA, CFP® shares his thoughts on the latest market headlines and the impacts they could have on your financial plans.

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  • Family Life & Transitions

    March 14, 2022

    Planning for a Loved One with Special Needs

    As advisors with a dedicated focus in special needs planning, we know this process can be overwhelming - many clients are unsure where to even start. However, when you work with an advisor who concentrates in special needs, they can direct you to the best resources to develop a solid financial plan.

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  • March 11, 2022

    Buckingham Advisor Sue Stevens Recognized for Her Dreams of Wealth Book Series

    We’re pleased to share that Buckingham Strategic Wealth advisor Sue Stevens has been recognized for her Dreams of Wealth book series with the 2022 Independent Press Awards for Personal Finance. This recognition shines a spotlight on her work to provide guidance and strategies around personal financial planning.

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  • Tax Strategies

    March 02, 2022

    Part Two: Everything You Need to Know About Tax Fraud

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  • Tax Strategies

    February 26, 2022

    Part One: Everything You Need to Know About Tax Fraud

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  • Insurance and Protection

    February 25, 2022

    Identity Theft Checklist and Prevention

    Identity theft occurs when someone steals your personal information to commit fraud, such as fraudulently opening accounts, gaining access to accounts, filing tax returns, filing for unemployment benefits, obtaining medical services, or sending fake bills to your health insurer, etc.

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  • Investing

    February 24, 2022

    Replay: Perspectives for 2022: Buckingham’s Thoughts on the Year Ahead

    The market will go up and the market will go down. No matter which direction it is headed, your best defense is to speak with your financial advisor about developing a risk-tolerant plan and sticking to it- while, as I like to say, controlling the “controllables.”

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  • Retirement

    February 22, 2022

    3 Reasons the New RMD Tables for 2022 (And Beyond) Are Overrated

    RMDs are big deal for retirement account owners, and thus, the new tables have been subject to quite a bit of attention and fanfare. The reality, though, is that for most retirees and other retirement account owners, the new tables take a page out of Shakespeare and are “Much Ado About Nothing”.

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  • Family Life & Transitions

    February 14, 2022

    5 Strategies We ❤

    This Valentine’s Day we're spreading the love (of financial wellbeing, that is) with some wealth planning tips we hold near and dear to our hearts.

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  • Investing

    February 02, 2022

    2021’s Investment Lessons

    Every year, the market gifts us invaluable lessons on investment strategies. Learn what it taught us in 2021, and how this wisdom can help you meet your financial goals.

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  • Investing

    January 28, 2022

    Patience Pays in Volatile Markets

    Given recent stock market volatility, let's recap where things stand and revisit three time-tested principles that are as relevant now as they ever were.

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  • Tax Strategies

    January 24, 2022

    Stay Ahead of the Game: Important 2022 Tax Updates for Baby Boomers

    Learn five major 2022 tax rule revisions that every baby boomer needs to know to avoid late fees, cash in on potential savings, and prevent future tax headaches.

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  • Cashflow & Budgeting

    January 10, 2022

    5 New Year’s Resolutions to Keep You Financially Fit in 2022

    Examining these five key considerations every January will help put you in the best position to stay financially fit in the new year.

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  • Retirement

    December 27, 2021

    Getting Real About Retirement Risks and Rewards

    Explore some holistic financial planning opportunities, as well as risks, that may potentially arise in early, semi, and later retirement.

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  • December 14, 2021

    Buckingham Advisors Honored as Ingram’s Local Heroes

    We’re pleased to share that Buckingham advisors Kelly Hokanson and Stephanie Guerin have been honored as 2021 Kansas City business magazine Ingram’s Local Heroes.

    Read the article
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