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.

  • May 12, 2022

    Buckingham Connects: May 2022

    During our Buckingham Connects live webcast, three of the industry’s thought leaders answered pressing questions about inflation, interest rate increases, tax legislation and more from concerned viewers just like you. Watch this interactive conversation in its entirety!

    Watch the video
  • May 06, 2022

    Prepare Your Portfolio for Midterm Elections

    How will the upcoming elections affect your portfolio? Buckingham’s Daniel Campbell offers three points to consider as America heads to the polls.

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  • May 04, 2022

    Buckingham Weekly Perspectives | May 04, 2022

    Over the past few months, the value of some fixed income strategies have dipped up to 10%. Why is the fixed income market so volatile right now? In the latest edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer explains the factors behind this instability, why your clients may want to still invest in fixed income markets and his thoughts on the future.

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  • April 29, 2022

    Buckingham Weekly Perspectives | April 29, 2022

    In this week’s edition of Buckingham Weekly Perspectives, Buckingham Wealth Partners Managing Director of Investment Strategy Kevin Grogan, CFA, CFP® discusses market volatility, interest rates, inflation and recent changes implemented by the Federal Reserve.

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  • April 20, 2022

    Buckingham Weekly Perspectives | April 20, 2022

    In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer, CFA explains the pros and cons of having a portion of your stock allocation dedicated to international and emerging markets.

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  • April 12, 2022

    Buckingham Weekly Perspectives | April 12, 2022

    On our latest Weekly Perspectives, Kevin Grogan, CFA, CFP® talks alternative investments and their positive developments over the past few years. Check it out and, as always, connect with your advisor to discuss if it might be a good fit for your investment plan.

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  • April 07, 2022

    Buckingham Weekly Perspectives | April 7, 2022

    On this week’s weekly perspectives, Kevin Grogan, CFA, CFP® talks inverted yield curves and the historical data that helps us understand what this could mean for your investments.

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  • March 29, 2022

    Buckingham Weekly Perspectives | March 29, 2022

    In this week’s Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer, CFA delves into the hot topic of interest rates.

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  • March 24, 2022

    Buckingham Weekly Perspectives | March 24, 2022

    Inflation is the highest it’s been in almost 40 years. How do you protect your portfolio?

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  • March 24, 2022

    Five Ways Women Can Take Control of Their Finances

    Women’s individual and collective experiences, situations, challenges and solutions vary widely. This makes it nearly impossible – and irresponsible – to apply a “one size fits all” approach to women’s wealth management. But one thing we do know, our paths to achieving financial stability and success can vary greatly from those of men.

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  • March 17, 2022

    Buckingham Weekly Perspectives | March 17, 2022

    Kevin Grogan, CFA, CFP® shares his thoughts on the latest market headlines and the impacts they could have on your financial plans.

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  • February 24, 2022

    Replay: Perspectives for 2022: Buckingham’s Thoughts on the Year Ahead

    The market will go up and the market will go down. No matter which direction it is headed, your best defense is to speak with your financial advisor about developing a risk-tolerant plan and sticking to it- while, as I like to say, controlling the “controllables.”

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  • February 02, 2022

    2021’s Investment Lessons

    Every year, the market gifts us invaluable lessons on investment strategies. Learn what it taught us in 2021, and how this wisdom can help you meet your financial goals.

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  • January 28, 2022

    Patience Pays in Volatile Markets

    Given recent stock market volatility, let's recap where things stand and revisit three time-tested principles that are as relevant now as they ever were.

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  • November 01, 2021

    Do Low Fixed Income Yields Have You Worried About Retirement?

    Learn how you can give yourself the best odds of meeting your retirement goals in today’s low-yield environment for fixed income.

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  • October 11, 2021

    Marathons & Markets: You've Trained For This!

    Lately, we’ve seen a meaningful uptick in market volatility fueled by economic instability here and abroad, don’t forget—you’ve trained for this!

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  • September 07, 2021

    Integrate Your Personal Values and Financial Goals with ESG Investing

    A convergence between corporate sustainability and sustainable investing has become a major force driving market change as investors increasingly focus their attention on sustainable factors.

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  • July 26, 2021

    You Have to Stay the Course to Reach the Summit

    When it comes to meeting your most important financial goals, time in the market can be a significant factor.

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  • July 15, 2021

    Dan Goldie Client Letter: August 2021

    Dan takes a look at the surprising and impressive outperformance of small cap and value stocks in the U.S. over the last 12 months.

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  • May 28, 2021

    You Can’t Get Outperformance Without Underperformance

    Go inside the stock market’s scariest moments of the past 50 years, first for some perspective on just how quickly it historically has recovered ground and next for some insight into what these events can teach us about our willingness to endure risk.

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  • May 20, 2021

    Don’t Let the Perfect Be the Enemy of the Comfortable

    Patience and discipline in an investment strategy is far more important than the strategy itself, because it doesn’t matter how sound the approach if you abandon it. That's why the best portfolio isn’t the one that has the potential to make the most money, but is instead the one you feel comfortable holding through thick and thin.

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  • 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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  • September 01, 2020

    Dan Goldie Client Letter: September 2021

    Dan touches on the concept of diversification, its importance in your investment portfolio and some surprising statistics when looking at the historical data.

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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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  • July 01, 2020

    Dan Goldie Client Letter: July 2021

    In this month's video for clients of Dan Goldie and Dirk Gilliard, Dan discusses Special Purpose Acquisition Companies (SPACs), how they work and whether they are a good investment.

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