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

    September 21, 2023

    How Investor Expectations Are Driving Stock Prices

    For investors only looking at the returns of the S&P 500, it may seem like the economy is in a boom. This article explores why chasing the biggest returns in equity markets right now may not be the wisest choice.

    Read the article
  • Investing

    September 20, 2023

    Commodities from an Investment Strategy Perspective

    In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explores commodities from an investment strategy perspective. He shares what they are, dives into their unique characteristics and explains who may benefit from this inflation-hedge investment.

    Watch the video
  • Cashflow & Budgeting

    September 19, 2023

    The Current Housing Market and Its Impact on Economic Growth

    Chief Investment Officer Kevin Grogan shares how the lack of inventory combined with high interest rates is impacting home sales and overall economic growth.

    Watch the video
  • Estate & Trust

    September 19, 2023

    Strategies for Effective Gifting to Family Members

    To make the most of your gift, you’ll need to plan for the potential tax consequences and how the gift fits in with your overall financial goals and estate plan.

    Watch the video
  • Investing

    September 12, 2023

    Saving for College with a 529 Education Plan

    Chief Investment Officer Kevin Grogan shares the basic guidelines and principles concerning this popular savings plan and answers commonly asked questions.

    Watch the video
  • Investing

    September 11, 2023

    6 Steps to Plan for a Future Inheritance

    Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.

    Read the article
  • Investing

    September 11, 2023

    Buckingham Connects Quarterly Webinar: September 2023

    Our thought leaders share their views on recession risks, the impact of higher interest rates and planning opportunities to consider before year-end.

    Watch the video
  • Investing

    September 05, 2023

    Fixed-Income Investing in the Current Rate Environment

    Head of Investment Research Jared Kizer explores fixed income investing in the current rate environment and shares three reasons why it’s crucial to take additional maturity risk.

    Watch the video
  • Investing

    August 29, 2023

    Top 3 Ways Young Adults Can Maximize Their Financial Future

    In this interactive webinar, join Buckingham’s Chief Planning Officer Jeffrey Levine and Wealth Advisor Jeff C. Johnson, author of the recently published book, “One Decade to Make Millions,” who will share key strategies for young adults to begin developing their financial skills now, when time is on their side.

    Watch the video
  • Investing

    August 29, 2023

    “Sell in May and Go Away”

    Can the “Sell in May and Go Away” investment strategy really outperform the market, or is it just an old wives’ tale? In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan explores this myth and shares why we don’t advocate this tactic.

    Watch the video
  • Cashflow & Budgeting

    August 28, 2023

    Fee-Only and Fiduciary: What It Means for Your Financial Planning

    It’s important to partner with a financial advisor that aligns with your values, goals and objectives. However, it’s equally important to understand how your wealth manager is compensated.

    Read the article
  • Investing

    August 22, 2023

    Can Artificial Intelligence (AI) Outperform the Market?

    Chief Investment Officer Kevin Grogan explores how AI is being utilized in the financial realm and why we do not recommend it as an investment strategy.

    Watch the video
  • Investing

    August 15, 2023

    An Overview of Term or Maturity Premium

    Head of Investment Research Jared Kizer explores the concept of the term premium and why it’s important in fixed income investing and overall portfolio allocation.

    Watch the video
  • Cashflow & Budgeting

    August 14, 2023

    Maximizing Health Care Savings in Retirement With an HSA

    A health savings account (HSA) is a tax-efficient way to pay for qualified medical expenses. However, when you enroll in Medicare, using an HSA becomes a bit trickier. Learn how to get the most mileage out of your health care dollars.

    Read the article
  • Investing

    August 08, 2023

    Interval Funds Versus Mutual Funds

    Head of Investment Research Jared Kizer shares what interval funds are, the liquidity distinctions between them and mutual funds and why these investments are gaining popularity.

    Watch the video
  • Investing

    August 01, 2023

    Interest Rate and Inflation Overview, Update and Outlook

    In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer provides an overview, update and outlook on interest rates and inflation as we head into August.

    Watch the video
  • Tax Strategies

    July 31, 2023

    Demystifying the Income Tax Reporting System

    Once tax season is over, it’s not uncommon for taxpayers to receive an inquiry letter for more information about their returns. But have you ever wondered why?

    Read the article
  • Insurance and Protection

    July 25, 2023

    Preventing Identity Theft: How to Defend Your Finances

    As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances.

    Watch the video
  • Investing

    July 25, 2023

    Should You Allocate 100% of your Portfolio to Fixed Income?

    Head of Investment Research Jared Kizer shares why this strategy has gained popularity recently and the surprising reasons why we don’t recommend this approach for most investors.

    Watch the video
  • Investing

    July 19, 2023

    The Power of an Enrolled Agent as Your Financial Advisor

    Amanda Otto shares what an EA is and how this advisor provides valuable insights on tax-efficient investment strategies, retirement planning, estate planning and more.

    Read the article
  • Investing

    July 17, 2023

    The Economic Outlook for Q3 2023

    Chief Investment Officer Kevin Grogan shares our new Quarterly Outlook feature, providing insight on the latest macroeconomic topics including inflation and key economic indicators.

    Watch the video
  • Family Life & Transitions

    July 17, 2023

    6 Key Financial Considerations for Unmarried Couples

    Marriage may not be part of the plan for every couple. These strategies can help unmarried couples avoid conflict while working toward their financial goals together.

    Read the article
  • Investing

    July 12, 2023

    Quarterly Outlook Q3 2023: Recession Predictions Linger

    Although there have been some signs of progress, our quarterly outlook explores why it has been so difficult to slow inflation.

    Read the article
  • Retirement

    July 11, 2023

    10 Key Elements of a Fulfilling Retirement

    In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan shares 10 key elements for creating and living a fulfilling retirement.

    Watch the video
  • Investing

    July 05, 2023

    Is Diversification Still a Viable Investment Strategy?

    Chief Investment Officer Kevin Grogan explores 50 years of quarterly returns and shares three reasons why we recommend diversification.

    Watch the video
  • Investing

    July 03, 2023

    Navigating Alternative Investment Strategies

    Wondering if alternative investments are right for your portfolio? Although we remain skeptical of most alternative strategies, we’ve found a few that may benefit a well-constructed portfolio.

    Read the article
  • Investing

    June 26, 2023

    High-Yield Dividend Paying Stocks

    Head of Investment Research Jared Kizer explains the basics of high-dividend paying stocks and shares why we don’t recommend exclusively investing in them.

    Watch the video
  • Insurance and Protection

    June 20, 2023

    Planning for Incapacity: Options for Managing Your Finances

    In this interactive workshop, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss three common ways to maintain financial continuity if you or a loved one becomes incapacitated.

    Watch the video
  • Investing

    June 20, 2023

    Investing in High-Yield Fixed Income

    Jared Kizer takes a deep dive into high-yield corporate bonds and shares three reasons why these investments are not recommended from an allocation perspective.

    Watch the video
  • Family Life & Transitions

    June 19, 2023

    The Financial and Emotional Impact of Sudden Wealth

    We have all dreamed about having the resources to instantly pay off our mortgage, purchase a new vehicle or go on a luxury vacation. But sudden wealth comes with a unique set of unexpected financial and emotional challenges.

    Read the article
Prev

1 - 30 of 561

Next