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.

  • February 02, 2021

    The Crazy Stuff We Do With Money—Explained

    Every behavior around money, even those that seem totally illogical to you or others, may actually make perfect sense when we understand the experiences and beliefs underlying it.

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  • January 27, 2021

    Buckingham’s Take: Fiscal and Tax Policy Possibilities in the Biden Era

    We reconvened Buckingham’s Chief Client Officer David Levin for a live Q&A with our Managing Director of Investment Strategy Kevin Grogan, and our Director of Advanced Planning Jeffrey Levine. The conversation touched on the economic environment and what we’re looking out for.

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  • January 05, 2021

    Set Priorities and Optimize Debt to Balance Out Uncertainty

    Meeting your financial goals this year likely involves decisions about building up a sufficient emergency fund, saving for retirement, and paying off debt. How will you balance these priorities?

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  • December 01, 2020

    Two Ways to Align Your Money with Your Values

    Instead of focusing on money simply as a thing to accumulate, think about your money in terms of what it can do for you.

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  • November 11, 2020

    Buckingham Post-Election Webcast: What Comes Next?

    Buckingham hosted a Post-Election Webcast on the economic environment, what we’re looking out for, and what it may mean for your financial plans.

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  • November 03, 2020

    It Takes a Team

    In addition to your wealth advisor, do you have a solid team of legal, tax and insurance professionals? Does this larger financial team work well together?

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  • June 29, 2020

    Cultivating an Abundance Mindset, Even in Difficult Times

    The self-care practice of cultivating an abundance mindset can be particularly helpful in creating powerful, positive momentum toward a sense of better financial wellbeing, especially when coupled with a sound, comprehensive, long-term financial plan.

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  • June 03, 2020

    Money and Happiness

    Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way.

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  • May 06, 2020

    Move Past the Immediate, Plan for Your Goals

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  • March 26, 2020

    What Do You Do When Markets Are Down? Build Wealth!

    Working your comprehensive, long-term financial plan means taking advantage of wealth-building opportunities that a down market can offer. Here are five planning items to consider now.

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  • March 23, 2020

    Stuff to Do While Quarantined: Clean Up Financial Records

    A big impediment to moving forward in your financial life is getting bogged down in too much paper, too much complexity. So try using any extra time you have at home to clean up your financial records.

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  • March 02, 2020

    Chess, Poker, Investing and Life

    In poker (and investing and life), you can hold a great hand, make all the correct choices, and still lose. Wealth Advisor Doug Buchan looks at how this conundrum can affect the way we make financial decisions.

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  • February 04, 2020

    Does Your Financial Plan Need Attention? Try This

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  • February 02, 2020

    Dan Goldie Client Letter: February 2021

    Dan discusses the pros and cons of purchasing individual real estate properties, what to consider before making the decision and how to think about adding real estate to your investment portfolio.

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  • December 31, 2019

    Crafting Your Spending and Savings Plan: Unlocking the Door to Financial Freedom

    Bethany Ketron shares six simple steps to create a spending and savings plan aligned with your goals.

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  • December 30, 2019

    Dan Goldie Client Letter: January 2021

    When it comes to investing, we think the main lesson to take away from 2020 is the importance of discipline. Dan Goldie shares examples of why this is so important for your long-term plan.

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  • December 05, 2019

    Turning a Saver Into a Spender

    Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement.

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  • October 30, 2019

    Dan Goldie Client Letter: November 2020

    In this month's client letter, Dan revisits the power of diversification and show how this approach can help to mitigate the sometimes extreme volatility and uncertainty of equity markets.

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  • September 29, 2019

    Dan Goldie Client Letter: October 2020

    Given the current economic reality, pandemic restrictions and the upcoming election uncertainty, many investors are considering getting out of the market to avoid the assumed upcoming volatility. Dan takes a look at these concerns and offers some historical evidence to help investors avoid missing out on long-term gains.

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  • September 25, 2019

    What’s First with Your Next Dollar: Investing or Paying Off Debt

    Should you use available income to first pay down debt or instead invest it for the future? The answer may be part science and part art, but Wealth Advisor Kurt Wunderlich breaks down how both can inform your financial plan.

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  • July 30, 2019

    Dan Goldie Client Letter: August 2020

    Paying attention to risk is more important that ever these days, especially when it comes to the fixed income portion of your portfolio. In this month's video for clients of Dan Goldie and Dirk Gilliard, Dan revisits the role that fixed income represents in an investment portfolio.

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  • July 23, 2019

    Set Your Goals

    Wealth Advisor Sue Stevens looks at some foundational planning questions to consider by decade.

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  • July 01, 2019

    Dan Goldie Client Letter: July 2019

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  • June 18, 2019

    Your Home Is a Personal Asset

    Wealth Advisor Connie Brezik looks at why it can be prudent to think about your home as a personal asset, not an investment.

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  • June 03, 2019

    Dan Goldie Client Letter: June 2019

    Dan Goldie discusses the realities and misconceptions of dividend-based strategies.

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  • June 01, 2019

    Dan Goldie Client Letter: June 2020

    In this month's video for clients of Dan Goldie and Dirk Gilliard, Dan sheds light on the often interchangeable terms of the economy and stock market performance in an effort to help make sense of the financial headlines we hear and see in the news.

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  • May 22, 2019

    The Trouble with Convenience

    Associate Wealth Advisor Kurt Wunderlich looks at strategies for leveraging convenience in a way that enhances, not diminishes, your financial life.

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  • May 02, 2019

    Does Money Buy Happiness?

    Larry Swedroe looks at why understanding how wealth affects happiness can play such an important role in retirement planning.

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  • May 01, 2019

    Dan Goldie Client Letter: May 2019

    Dan Goldie discusses stock options, restricted stock units and other forms of equity compensation as we see the market begin to recover after a slight downturn in late 2018.

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  • April 28, 2019

    Dan Goldie Client Letter: May 2020

    In this month's video for clients of Dan Goldie and Dirk Gilliard, Dan discusses the ongoing uncertainty and offers his thoughts on where we stand with regard to the financial markets and the economy more broadly.

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