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
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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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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?
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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.
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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.
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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.
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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.
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