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.

  • 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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  • August 29, 2023

    Top 3 Ways Young Adults Can Maximize Their Financial Future

    In this interactive webinar, join Buckingham’s Chief Planning Officer Jeffrey Levine and Wealth Advisor Jeff C. Johnson, author of the recently published book, “One Decade to Make Millions,” who will share key strategies for young adults to begin developing their financial skills now, when time is on their side.

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  • August 29, 2023

    “Sell in May and Go Away”

    Can the “Sell in May and Go Away” investment strategy really outperform the market, or is it just an old wives’ tale? In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan explores this myth and shares why we don’t advocate this tactic.

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  • August 22, 2023

    Can Artificial Intelligence (AI) Outperform the Market?

    Chief Investment Officer Kevin Grogan explores how AI is being utilized in the financial realm and why we do not recommend it as an investment strategy.

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  • August 15, 2023

    An Overview of Term or Maturity Premium

    Head of Investment Research Jared Kizer explores the concept of the term premium and why it’s important in fixed income investing and overall portfolio allocation.

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  • August 08, 2023

    Interval Funds Versus Mutual Funds

    Head of Investment Research Jared Kizer shares what interval funds are, the liquidity distinctions between them and mutual funds and why these investments are gaining popularity.

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  • August 01, 2023

    Interest Rate and Inflation Overview, Update and Outlook

    In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer provides an overview, update and outlook on interest rates and inflation as we head into August.

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  • July 25, 2023

    Should You Allocate 100% of your Portfolio to Fixed Income?

    Head of Investment Research Jared Kizer shares why this strategy has gained popularity recently and the surprising reasons why we don’t recommend this approach for most investors.

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  • July 19, 2023

    The Power of an Enrolled Agent as Your Financial Advisor

    Amanda Otto shares what an EA is and how this advisor provides valuable insights on tax-efficient investment strategies, retirement planning, estate planning and more.

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  • July 17, 2023

    The Economic Outlook for Q3 2023

    Chief Investment Officer Kevin Grogan shares our new Quarterly Outlook feature, providing insight on the latest macroeconomic topics including inflation and key economic indicators.

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  • July 12, 2023

    Quarterly Outlook Q3 2023: Recession Predictions Linger

    Although there have been some signs of progress, our quarterly outlook explores why it has been so difficult to slow inflation.

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  • July 05, 2023

    Is Diversification Still a Viable Investment Strategy?

    Chief Investment Officer Kevin Grogan explores 50 years of quarterly returns and shares three reasons why we recommend diversification.

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  • July 03, 2023

    Navigating Alternative Investment Strategies

    Wondering if alternative investments are right for your portfolio? Although we remain skeptical of most alternative strategies, we’ve found a few that may benefit a well-constructed portfolio.

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  • June 26, 2023

    High-Yield Dividend Paying Stocks

    Head of Investment Research Jared Kizer explains the basics of high-dividend paying stocks and shares why we don’t recommend exclusively investing in them.

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  • June 20, 2023

    Investing in High-Yield Fixed Income

    Jared Kizer takes a deep dive into high-yield corporate bonds and shares three reasons why these investments are not recommended from an allocation perspective.

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  • June 13, 2023

    A Comparison Between Exchange-Traded Funds (ETFs) and Mutual Funds

    Head of Investment Research Jared Kizer shares five important distinctions between these growing investment vehicles. If you have any questions, please feel free to drop us a note: buckinghamstrategicwealth.com/contact-us

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  • June 06, 2023

    3 Lessons from the Debt Ceiling Crisis

    Head of Investment Research Jared Kizer shares three evergreen investment lessons we can learn from the averted debt ceiling crisis.

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  • May 30, 2023

    Advantages of Using CDs as Part of Your Fixed Income Portfolio

    Chief Investment Officer Kevin Grogan shares how we manage individual bonds for our clients and the advantages of owning CDs.

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  • May 23, 2023

    An Update on the Debt Ceiling Debacle

    In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer shares important updates on the debt ceiling crisis.

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  • May 08, 2023

    U.S. Banking Channels and the Potential Economic Impact

    Jared Kizer shares an update on the three recent bank failures, the drivers that have led us to this situation, the potential impact on broader economies and how you can protect yourself.

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  • May 08, 2023

    Private Equity and the Fear of Missing Out

    Some investors are wondering if private equity would be a good addition to their portfolio. Here’s a breakdown of this evolving asset class.

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  • May 02, 2023

    An Update on the U.S. Government Debt Ceiling

    Jared Kizer shares the latest updates, recap and possible expectations and impact of the U.S. Federal government debt ceiling crisis.

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  • May 02, 2023

    Buckingham Connects Quarterly Webinar: April 2023

    Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.

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  • April 25, 2023

    Considerations For Planning in the 2020s and Beyond

    Head of Investment Research Jared Kizer shares three reasons why the last decade was so profitable for the U.S. stock market and the challenges investors will face in the 2020s and beyond.

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  • April 18, 2023

    The Depreciation of the U.S. Dollar

    Head of Investment Research Jared Kizer shares the drivers for this fear, short-term implications and the potential economic and investment impacts on the marketplace.

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  • April 12, 2023

    Quarterly Outlook Q2 2023: Inflation Battle Wages On

    In our quarterly outlook, we explore the Federal Reserve’s actions to curb inflation and how these are likely to continue despite recent turmoil in the banking sector.

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  • April 12, 2023

    A High-Level View of Schwab

    Chief Investment Officer Kevin Grogan breaks down the issues at Schwab, how their circumstances are different than the Silicon Valley Bank failure and why we believe client assets are likely safe.

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