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
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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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