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.
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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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Investing
June 15, 2022
Buckingham Weekly Perspectives | June 15, 2022
Between 9/11, the crash of 2008 and the pandemic, we’ve seen the market under stress before. But how is this latest decline different from previous bouts?
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Investing
June 08, 2022
Buckingham Weekly Perspectives | June 8, 2022
It is a question we have all been wondering…is inflation expected to moderate? While inflation is well above it’s normal 12-month rate, there is hope in sight!
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Investing
June 06, 2022
The Human Side of Financial Planning
Buckingham Wealth Advisor and Registered Life Planner® Ken Rosenbaum explains how utilizing an advisor who specializes in Life Planning can help you live your most rewarding, authentic and full life.
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Investing
June 01, 2022
Buckingham Weekly Perspectives | June 1, 2022
Despite recent market volatility, there is a glimmer of hope in fixed income markets. Buckingham’s Chief Investment Officer Jared Kizer shares his thoughts on some good financial news!
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Investing
May 24, 2022
Buckingham Weekly Perspectives | May 24, 2022
Signs indicate we may be heading into a possible recession. How do you protect your portfolio during a turbulent and uncertain market?
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Investing
May 20, 2022
Pride Month: How to Build Your LGBTQ Financial Plan
It’s almost LGBTQ+ Pride Month, and there’s no better way to celebrate than taking pride in your financial life! Buckingham’s Ryne Vickery shares five steps to help same sex couples create a wealth plan and get on the path towards financial freedom.
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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.
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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!
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Education Funding
May 12, 2022
A Guide to Federal Student Loan Forgiveness
What exactly is student loan forgiveness, and how does it work? The past six months have brought about some interesting, exciting and unexpected changes to student loan repayment.
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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.
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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.
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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.
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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?
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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