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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March 25, 2024
Protecting Your Portfolio in a Presidential Election Year
While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit. Here’s what to keep in mind this election season.
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March 19, 2024
Why Investors Should Stick With Global Stocks
Chief Investment Officer Kevin Grogan reviews the performance of U.S. stocks and international stocks and how it should influence portfolio decisions.
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March 11, 2024
Demystifying Restricted Stock Units: A Guide to Your Organization’s Compensation Program
To retain top talent, some organizations issue restricted stock units (RSUs) to their highest performers. To get the most out of this potential extra income, it’s important to understand what RSUs entail and how to maximize their benefit.
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March 05, 2024
How Do Election Years Affect Investing Behavior?
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan provides insight into the impact of presidential administrations on investor behavior.
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February 27, 2024
Buckingham Connects Quarterly Webinar: February 2024
Our thought leaders provide their outlook for the year, market performance, planning opportunities and strategies for 2024.
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February 26, 2024
How Your Advisor Can Build a Plan Based on Your Values
Your values—or what matters most to you—drive every decision you make in life. So, what does that mean for your financial plan?
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February 15, 2024
What to Do When the Market Hits All-Time Highs
Chief Investment Officer Kevin Grogan offers some valuable considerations when making changes to your portfolio during market highs.
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February 06, 2024
What Does the SEC Approval of Bitcoin ETFs Mean for Cryptocurrency?
Head of Investment Research Jared Kizer shares our outlook on bitcoin given what we’ve seen so far in early 2024.
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January 31, 2024
The Science of Financial Success
In this interactive webinar, Chief Investment Officer Kevin Grogan, CFA, CFP® shared how Buckingham incorporates the power of diversification, thoughtful bond portfolio construction, alternative investments and other strategies to create personalized portfolios for every client.
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January 24, 2024
The Economic Outlook for Q1 2024
Chief Investment Officer Kevin Grogan explores what may be ahead for markets and the economy in 2024.
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January 15, 2024
Top 10 Investment Lessons of 2023
Last year was full of unexpected events – from a regional banking crisis, to rising geopolitical risks, to skyrocketing mortgage rates – that ultimately led to a solid year for markets and a recession that never came.
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January 10, 2024
Quarterly Outlook: Is a Soft Landing in Sight?
Will the Fed begin lowering rates this year? Our Quarterly Outlook explores what may be ahead for markets and the economy in 2024.
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January 10, 2024
2024 Outlook for Interest Rates
Chief Investment Officer Kevin Grogan shares his outlook for interest rates in 2024.
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January 01, 2024
The New Year Brings Big Questions for Markets
With uncertainty surrounding future monetary policy and a looming presidential election, Investment Strategy Manager Alex Kluesner looks at the biggest questions ahead and the implications for your portfolio.
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December 26, 2023
Is Investing in Preferred Stock a Smart Strategy?
Jared Kizer provides insight into investing in preferred stock and our assessment of whether it makes sense as a part of an portfolio allocation.
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December 20, 2023
Buckingham Connects Quarterly Webinar: December 2023
Our thought leaders provide an outlook for next year, discuss the potential impact of the presidential election and share planning strategies to consider in 2024 and beyond.
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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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December 12, 2023
Is it a Good Time to Invest in Commodities?
Jared Kizer explores the potential benefits and disadvantages when investing in commodities and how they can open your portfolio to more sectors including energy, industrial metals, precious metals, livestock and grains.
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November 28, 2023
Is the 60/40 Portfolio Dead?
Kevin Grogan covers the current state of the 60/40 portfolio.
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November 14, 2023
Index Funds: What Are They and When Should You Use Them?
Chief Investment Officer Kevin Grogan provides an overview of index funds and then dives a little deeper into their complexities, including the benefits, potential cons, and best practices when determining where to use index funds versus low-cost quantitative active strategies.
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October 27, 2023
How Could Rising Geopolitical Risks Affect the Markets?
Jared Kizer addresses investors’ concerns about geopolitical risks and shares insights on making portfolio adjustments based on these events.
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October 16, 2023
The Economic Outlook for Q4 2023
In this week’s Buckingham Perspectives, Chief Investment Officer Kevin Grogan provides an overview of the latest Quarterly Outlook and highlights the key takeaways, risks to the economy and sources of stability.
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October 11, 2023
Quarterly Outlook: Too Early to Declare Victory Against Inflation
Is the Fed finished hiking rates for the year? Our quarterly outlook explores why the economy may not be cooling enough to slow inflation.
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October 03, 2023
Government Shutdown Averted for Now
Jared Kizer explores the impact of a government shutdown from a political and historical perspective, the near- and long-term risks from an investment strategy perspective, and three ways investors can manage this risk.
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September 26, 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.
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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.
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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.
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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.
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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.
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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.
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