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.

  • March 30, 2021

    Semantic Satiation in Investing

    Semantic satiation is a psychological phenomenon in which repetition causes a word or phrase to temporarily lose meaning for the listener, who then perceives the speech as repeated, meaningless sounds.

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  • March 01, 2021

    Should I Invest When the Market Is High?

    Concerns about market downturns certainly come as no surprise. After all, steep corrections and crashes can be disconcerting for even the most steely and disciplined investors.

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  • February 02, 2021

    Stocks, Risk, and Your Roth IRA

    Placing certain investments in your taxable account, traditional IRA, or Roth IRA can tilt the overall amount of risk in your portfolio higher or lower.

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  • November 03, 2020

    Fixed Income’s Place in Your Portfolio

    An allocation to fixed income does play an important role in your larger financial plan, and you shouldn’t abandon that plan over low interest rates.

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  • November 03, 2020

    Planning for Uncertain Times

    Last night’s election and ongoing health and economic concerns related to COVID-19 leads to high uncertainty. These aren’t the first events to spur investor uncertainty, nor will they be the last.

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  • October 05, 2020

    Optical Illusions in Investing

    Maintaining a globally diversified portfolio means accepting that your investment results will differ from a common index benchmark (think: S&P 500).

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  • August 27, 2020

    Benefits of Rebalancing

    Once you build it, your portfolio requires ongoing maintenance through a process called rebalancing. Wealth Advisor Connie Brezik explains how this helps you systematically buy low and sell high, a recipe for investing success.

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  • June 10, 2020

    Minimize Regret Over Maximizing Returns

    When reevaluating your tolerance for risk, now or in the future, it's worthwhile to look through the lens of “regret minimization” as much as you’re looking through the lens of potential “return maximization.”

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  • June 03, 2020

    What Is ‘Bracket Creep’ and How Do You Avoid It?

    We have had many investors ask us what in the world this is and, when they hear the details, what they can do about it.

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  • April 29, 2020

    Dan Goldie Client Letter: May 2021

    In this month's video for clients of Dan Goldie and Dirk Gilliard, Dan addresses questions about the potential of unexpected inflation in the future, given the massive amount of fiscal and monetary stimulus being applied to the U.S. economy.

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  • March 26, 2020

    The Market Volatility Survival Tool: True Grit

    A tool for surviving market volatility. Tim Maurer with a vital ingredient for investing success: Grit.

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  • March 13, 2020

    Don’t Just Do Something, Stand There!

    The uncertainty around COVID-19 is playing havoc with the stock markets, but our guidance is to not panic. At Buckingham, planning for bear cycles is part of what we do.

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  • February 12, 2020

    Coronavirus and Your Portfolio

    The coronavirus now making headlines around the world. How might it impact your portfolio?

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  • January 22, 2020

    Viewing Management Fees on Reinsurance Interval Funds Through the Correct Lens

    When evaluating how much your reinsurance fund costs, don't just look at the expense ratio. Rather, writes Larry Swedroe, look at the value it adds relative to the expense ratio.

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  • January 15, 2020

    Active Management’s Persistent Failure to Persistently Outperform

    Regardless of asset class or style focus, few active fund managers consistently outperformed their peers. Larry Swedroe surveys data from the latest SPIVA persistence scorecard.

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  • December 09, 2019

    Recency Bias Erodes Discipline and Destroys Investor Returns: Reconsidering Reinsurance

    Resisting recency bias, writes Larry Swedroe, is the key to earning the premiums available from all risk assets, including reinsurance.

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  • September 16, 2019

    Are You a Hole-in-One Investor or a Scratch Investor?

    Any duffer on the course can hit a hole-in-one with enough swings and enough luck. But, writes Wealth Advisor Doug Buchan, being a scratch golfer – just like being scratch investor – requires patience in the winning strategy and the discipline to play your game.

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  • August 31, 2019

    Dan Goldie Client Letter: September 2020

    Is gold really the best vehicle to use to hedge against the risk of inflation? And if it is, is now the right time to buy it? Dan Goldie takes a look at the evidence and historical data in this month's client letter.

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  • August 22, 2019

    Getting Back to the Basics by Getting the Definitions Right

    The way that conventional wisdom treats stocks, bonds, and the risk they entail can be problematic. Wealth Advisor Doug Buchan explains why, in financial planning, sometimes the almost right word simply won't do.

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  • August 20, 2019

    Should You Worry About an Inverted Yield Curve?

    Do you think Warren Buffett is spending time worrying about a yield curve inversion? Larry Swedroe explains why he suspects not, and offers some reasons that you shouldn't either.

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  • July 19, 2019

    The Historical Imperative for International Diversification

    Larry Swedroe looks at how home-country bias and recency can imperil proper international diversification.

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  • June 30, 2019

    Dan Goldie Client Letter: July 2020

    In this month's video for clients of Dan Goldie and Dirk Gilliard, Dan speaks to the emotional curve of investing and how it can offen lead us down the wrong path of selling low and buying high.

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  • June 13, 2019

    Annual Portfolio Performance: A Valuable Metric?

    Wealth Advisor Doug Buchan breaks down why setting an annual performance goal for your portfolio is not only useless, but it can be dangerous.

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  • June 06, 2019

    Factors Are For Holding

    We have met the enemy, and he is us. Larry Swedroe unpacks new research that suggests individuals do invest in successful factor-based strategies, but destroy returns through their poor trading behavior.

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  • June 04, 2019

    What's in a Fund Name?

    After reviewing a study on the composition of mutual fund portfolios, Larry Swedroe concludes investors cannot rely on an active fund's name, or even its stated objective, when seeking exposure to factor characteristics.

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  • May 29, 2019

    Post-WWII U.S. Stock Returns and the Triumph of Optimism

    Larry Swedroe unpacks a new study suggesting that U.S. stock returns are now less about economic growth and more about shareholders.

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  • May 21, 2019

    Climate Change Investing Research

    Larry Swedroe unpacks a recent study investigating how mutual funds respond when investors call for climate responsibility and what it could mean for investors who express their social preferences through fund selection.

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  • May 17, 2019

    The Toll of New Trade Tensions and Your Portfolio

    While resurgent trade tensions may have indeed roiled markets, the prudent course of action remains to adhere to your long-term financial plan.

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  • May 15, 2019

    Stock Volatility and Trade Tensions

    Tim Maurer appears on Nightly Business Report to discuss steps investors should, and shouldn't, consider taking in response to stock market turbulence amid trade tensions.

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  • May 13, 2019

    Active Management's Impact on Returns and Volatility

    After unpacking new research into how expense ratios and turnover impact returns and their dispersion, Larry Swedroe explores how the study's findings inform what we know about active mutual funds, active share, and volatility.

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