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

    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.

    Read the article
  • Investing

    November 16, 2022

    Buckingham Weekly Perspectives | Recent Market News

    In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares the latest financial news, how it affects the markets and how it may impact your portfolio.

    Watch the video
  • Retirement

    November 10, 2022

    The Great Retirement Debate

    In his latest venture, Jeff Levine has teamed up with financial heavyweight Ed Slott of Ed Slott and Company to launch a brand new, consumer-friendly podcast, The Great Retirement Debate.

    Read the article
  • Investing

    November 09, 2022

    Buckingham Weekly Perspectives | Maintaining International Diversification

    In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer shares three reasons why it’s important to diversify your stock allocation outside of domestic companies.

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  • Tax Strategies

    November 07, 2022

    Top 10 Things to Do Before 2022 is Over

    Before you sing Auld Lang Syne and ring in the new year, Buckingham Wealth Advisor Alyssum Malone shares ten financial considerations you may want to take advantage of before the end of the year.

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  • Investing

    November 02, 2022

    Buckingham Weekly Perspectives | Capital Market Assumptions for Planning

    Managing Director of Investment Strategy Kevin Grogan shares how we use capital market assumptions in our overall planning process.

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  • Retirement

    October 27, 2022

    Buckingham Connects Workshop: Understanding and Managing Sequence of Returns Risk in Retirement

    If you are retired or planning to retire soon, understanding and managing the concept of sequence of returns risk may go a long way towards improving your chances of a successful retirement.

    Watch the video
  • Investing

    October 26, 2022

    Buckingham Weekly Perspectives | Private Credit Markets

    Chief Investment Officer Jared Kizer explains what private credit is and how it may benefit you.

    Watch the video
  • Cashflow & Budgeting

    October 19, 2022

    Buckingham Weekly Perspectives | Inflation: How Did We Get Here?

    On this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares the causes of high inflation and how world events have shaped our current economy.

    Watch the video
  • Cashflow & Budgeting

    October 18, 2022

    How to Navigate Your Student Debt Relief Options

    There are three major parts to Biden's plan to help those dealing with student loan debt.

    Read the article
  • Retirement

    October 17, 2022

    Should You File for Social Security Early to Capture the Inflation Adjustment?

    Social Security benefits will go up 8.7% in 2023, the largest adjustment in four decades. Here’s why you don’t need to rush to file to benefit from the increase.

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  • Cashflow & Budgeting

    October 12, 2022

    Buckingham Weekly Perspectives | The Strengthening Dollar

    Over the last few months, the U.S. dollar has been gaining strength in foreign markets.

    Watch the video
  • Retirement

    October 10, 2022

    The A, B, Cs of Medicare

    Medicare open enrollment is upon us. Where do you start?

    Read the article
  • Investing

    October 05, 2022

    Buckingham Weekly Perspectives | Inflation Expectations

    Good news is on the horizon! Inflation is expected to significantly decrease in the near term.

    Watch the video
  • Investing

    October 03, 2022

    Economic Brief: Labor Market Remains Tight As Global Risks Rise

    While inflation has moderated since June, it remains stubbornly high, and the Federal Reserve took further action by raising rates again in September.

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  • Investing

    September 29, 2022

    What Caused Market Volatility To Rise

    Although the recent volatility can be unnerving, it’s important to remember that it is impossible to accurately predict changes in the economy and how they might affect markets.

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  • Investing

    September 28, 2022

    Buckingham Weekly Perspectives | What’s been happening in the markets?

    In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares a broad perspective of what has happened, why it happened and the implications for investors.

    Watch the video
  • Estate & Trust

    September 26, 2022

    Five Reasons Your Financial Advisor Should Review Your Will

    Financial advisors can offer a different perspective about the legal terms in estate documents and what they will mean financially for you and those who inherit your assets.

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  • Investing

    September 19, 2022

    Buckingham Connects Webcast: September 2022

    During our September Buckingham Connects webcast, we answered questions about the current market and economic situation, pending legislation and trajectory of interest rates.

    Watch the video
  • Investing

    September 19, 2022

    Buckingham Weekly Perspectives | Interval Funds

    Chief Investment Officer Jared Kizer explains what interval funds are, their pros and cons and how they may be a beneficial addition to a well-balanced financial plan.

    Watch the video
  • Education Funding

    September 14, 2022

    Buckingham Weekly Perspectives | September, 14 2022

    How will the recent student loan forgiveness legislation impact your planning strategies?

    Watch the video
  • Charitable Giving

    September 07, 2022

    How To Start Strategizing for Charitable Giving Season

    Learn four ways you can maximize your financial impact and how wealth advisor Elliot Dole believes planning for the long term requires a shift in perspective.

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  • Investing

    September 06, 2022

    Buckingham Weekly Perspectives | September, 7 2022

    Chief Investment Officer Jared Kizer explores risks and benefits of putting your money in short-term vs. long-term maturity assets.

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  • Education Funding

    August 31, 2022

    Buckingham Weekly Perspectives | August, 31 2022

    The nation is abuzz about the recent announcement of President Biden’s student debt forgiveness program. How will these changes impact you and your loved ones?

    Watch the video
  • Family Life & Transitions

    August 29, 2022

    How to Find an Advisor You Can Trust

    Buckingham Strategic Wealth Chief Research Officer Larry Swedroe has compiled a list of five criteria that should be an absolute requirement when vetting a new advisor.

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  • Investing

    August 23, 2022

    Buckingham Weekly Perspectives | August 24, 2022

    Buckingham’s Chief Investment Officer Jared Kizer shares what stagflation is, his thoughts on the likelihood of it occurring and how to protect your investments.

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  • Business Ownership

    August 17, 2022

    Why Businesses Should be Treated as Investments

    Are you a business owner? Here's what you can do to correctly evaluate the value of your company.

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  • Investing

    August 17, 2022

    Why Stocks Have Rebounded So Quickly

    Buckingham’s Managing Director of Investment Strategy Kevin Grogan shares some positive market developments and the “why” behind the optimistic forecast.

    Watch the video
  • Business Ownership

    August 16, 2022

    Should You Refinance Your Student Loans?

    As a Buckingham Practice Integration Advisor, I am often asked this question: “My student loans are in forbearance. Should I look to refinance now?”

    Read the article
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