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.

  • Investing

    March 13, 2023

    The Collapse of Silicon Valley Bank

    Head of Investment Research Jared Kizer takes a deep dive into what happened, why it occurred, the response of the Federal Reserve, how the closure may impact the markets and the possible implications for you.

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  • Family Life & Transitions

    March 13, 2023

    The Right Time to Buy? How to Factor in Higher Mortgage Rates

    Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Buckingham’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.

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  • Investing

    March 07, 2023

    New and Improved Social Security Website

    In this installment of the Buckingham Weekly Perspectives series, Chief Planning Officer Jeffrey Levine shares three reasons why you will love the new Social Security Administration website!

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  • Investing

    February 28, 2023

    Recent Bond Market and Inflation

    In this edition of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer shares the latest updates on fixed income markets, interest rates and volatility.

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  • Family Life & Transitions

    February 27, 2023

    Funding a College Education with Taxes in Mind

    While 529 plans are a popular way to fund expensive college educations, Buckingham Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint. 

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  • Investing

    February 21, 2023

    Emphasizing Safety on the Bond Side of the Portfolio

    Chief Investment Officer Kevin Grogan shares our philosophy on fixed income investing, why it’s important to deemphasize credit risk and a historical examination of taking such risks.

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  • Investing

    February 14, 2023

    Donor Advised Funds

    Chief Planning Officer Jeffrey Levine shares three reasons why donor advised funds are a great way to support your favorite charities while still receiving a tax break.

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  • Family Life & Transitions

    February 13, 2023

    Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future

    The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?

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  • Investing

    February 08, 2023

    The Arithmetic of Active Management

    In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explores this idea, explains the two types of investors and shares the possible costs of active management.

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  • Cashflow & Budgeting

    February 03, 2023

    Avoiding Fraud, Theft and Overcharges

    No small business owner wants to find out they’ve been a victim to fraud, especially if carried out by a trusted employee. Senior Tax Manager Shawn Williamson provides several tips on how to safeguard your company’s assets.

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  • Investing

    February 02, 2023

    Buckingham Connects Quarterly Webinar: January 2023

    The webinar covered last year’s market performance, the outlook for investment strategies in 2023 and planning changes brought on by SECURE Act 2.0.

    Watch the video
  • Investing

    February 01, 2023

    Three Financial Resolutions for the New Year

    Chief Investment Officer Kevin Grogan shares three easy financial resolutions to keep your bank account happy and protect your heirs in 2023 and beyond.

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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.

    Watch the video
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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.

    Watch the video
  • 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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