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.
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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.
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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?
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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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