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

    June 06, 2023

    Three Lessons from the Debt Ceiling Crisis

    Head of Investment Research Jared Kizer shares three evergreen investment lessons we can learn from the adverted debt ceiling crisis.

    Watch the video
  • Cashflow & Budgeting

    June 05, 2023

    Levers and Landmines of Annuity Products

    Annuities are a popular way to supplement retirement income, provide tax-deferred growth and assist in legacy planning. But what are your options when an annuity no longer serves you?

    Read the article
  • Investing

    May 30, 2023

    Advantages of Using CDs as Part of Your Fixed Income Portfolio

    Chief Investment Officer Kevin Grogan shares how we manage individual bonds for our clients and the advantages of owning CDs.

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  • Tax Strategies

    May 23, 2023

    Digesting Your 2022 Tax Return: What to Consider

    Once your tax return is signed and filed, you deserve to breathe a sigh of relief. But it’s also important to remember that tax planning should happen year-round.

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  • Investing

    May 23, 2023

    An Update on the Debt Ceiling Debacle

    In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer shares important updates on the debt ceiling crisis.

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  • Retirement

    May 18, 2023

    Pre-Tax or Roth? Your 401(k) Options Explained

    Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).

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  • Retirement

    May 16, 2023

    Safe Withdrawal Rates

    Chief Investment Officer Kevin Grogan answers this common question by exploring the factors that impact your portfolio, the three phases of retirement, the 4% rule of thumb and Buckingham’s deep dive approach.

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  • Investing

    May 08, 2023

    U.S. Banking Channels and the Potential Economic Impact

    Jared Kizer shares an update on the three recent bank failures, the drivers that have led us to this situation, the potential impact on broader economies and how you can protect yourself.

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  • Investing

    May 08, 2023

    Private Equity and the Fear of Missing Out

    Some investors are wondering if private equity would be a good addition to their portfolio. Here’s a breakdown of this evolving asset class.

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  • Investing

    May 02, 2023

    An Update on the U.S. Government Debt Ceiling

    Jared Kizer shares the latest updates, recap and possible expectations and impact of the U.S. Federal government debt ceiling crisis.

    Watch the video
  • Investing

    May 02, 2023

    Buckingham Connects Quarterly Webinar: April 2023

    Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.

    Watch the video
  • Investing

    April 25, 2023

    Considerations For Planning in the 2020s and Beyond

    Head of Investment Research Jared Kizer shares three reasons why the last decade was so profitable for the U.S. stock market and the challenges investors will face in the 2020s and beyond.

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  • Insurance and Protection

    April 24, 2023

    Financial Institution Stability: How Secure are Your Savings?

    When you trust a financial institution with your hard-earned savings, you assume it will be there for you when you need it. But what happens if that institution has financial troubles or even goes bankrupt?

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  • Retirement

    April 24, 2023

    How to Assess the Top Five Risks in Retirement

    Retirees face five key risks when planning their lifestyle after their working years, and more surprisingly, they often underestimate them. Here’s what retirees should know to prepare.

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  • Business Ownership

    April 21, 2023

    Small Business Tax Mistakes to Avoid

    For small business owners, a misstep in tax planning could result in a big, unforeseen bill. Stay on top of taxes by avoiding these common mistakes.

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  • Investing

    April 18, 2023

    The Depreciation of the U.S. Dollar

    Head of Investment Research Jared Kizer shares the drivers for this fear, short-term implications and the potential economic and investment impacts on the marketplace.

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  • Investing

    April 12, 2023

    Quarterly Outlook Q2 2023: Inflation Battle Wages On

    In our quarterly outlook, we explore the Federal Reserve’s actions to curb inflation and how these are likely to continue despite recent turmoil in the banking sector.

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  • Investing

    April 12, 2023

    A High-Level View of Schwab

    Chief Investment Officer Kevin Grogan breaks down the issues at Schwab, how their circumstances are different than the Silicon Valley Bank failure and why we believe client assets are likely safe.

    Watch the video
  • Investing

    April 10, 2023

    This Time It’s Different, or Is It?

    Our financial goals and our future rely heavily on our investments — and we must admit the difficulty in ignoring it all.

    Read the article
  • Education Funding

    April 10, 2023

    Timely Strategies to Get Ahead of Student Loan Repayments

    While you can’t control the student loan cancellation stalemate in the courts, you can take advantage of several student loan programs in 2023.

    Read the article
  • Investing

    April 03, 2023

    Investing in High-Yield Corporate Bonds

    Head of Investment Research Jared Kizer takes a deep dive into these securities and shares why we don’t recommend this fixed income strategy.

    Watch the video
  • Investing

    March 28, 2023

    U.S. vs. International Equity Portfolio Allocation

    Chief Investment Officer Kevin Grogan shares the principles for determining an optimal equity allocation split, the cyclical nature of these investments, current valuations and the long-term forecast.

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  • Investing

    March 22, 2023

    Does Investing Internationally Still Make Sense?

    Although risks abroad can be worrying, investing in foreign companies remains a key diversification strategy. Find out why having international investments in your portfolio is beneficial.

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  • Tax Strategies

    March 22, 2023

    Strategies Around Paying Your Taxes: What Choices Work for You?

    We all know the joke about death and taxes. While paying taxes is unavoidable, there are ways to make the process a little less painful.

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  • Investing

    March 20, 2023

    Developments on the 2023 Banking Crisis

    Chief Investment Officer Kevin Grogan shares two new recent developments, their impact on market performance, the difference between the crisis of 2008 and now and what the future may hold.

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  • 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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  • Family Life & Transitions

    March 01, 2023

    Social Security Benefits: 5 Things Married Couples Should Know

    Social Security benefits are an important source of income for many couples. Unfortunately, the rules surrounding those benefits are incredibly complicated, making it difficult to determine who should claim what benefit when and how much the couple will actually receive.

    Watch the video
  • 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.

    Watch the video
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