Our Resources

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.

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!

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.

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.

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.

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.

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.

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.

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!

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.

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.

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.

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.

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?

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.

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.

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.

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.

March 02, 2022

Part Two: Everything You Need to Know About Tax Fraud

February 26, 2022

Part One: Everything You Need to Know About Tax Fraud

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.

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.”

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”.

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.

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.

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.

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.

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.

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.

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.