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 and videos, see our latest below.
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Investing
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.
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Cashflow & Budgeting
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!
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Investing
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.
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Investing
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.
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Investing
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.
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Tax Strategies
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.
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Investing
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.
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Investing
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.
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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!
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Investing
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.
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Business Ownership
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.
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Investing
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.
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Family Life & Transitions
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.
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Investing
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?
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Investing
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.
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Investing
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.
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Family Life & Transitions
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.
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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.
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Tax Strategies
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Tax Strategies
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Insurance and Protection
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.
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Investing
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.”
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Retirement
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”.
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Family Life & Transitions
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.
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Investing
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.
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Investing
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.
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Tax Strategies
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.
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Cashflow & Budgeting
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.
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Retirement
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.
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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.
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