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.

  • Investing

    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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  • Investing

    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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  • Tax Strategies

    March 26, 2020

    Maximizing Outcomes by Reducing Taxes Over Your Lifetime

    There are really only four things you can do with your money: spend it, save it, donate it to charity, or give it to the government. Learn how to maximize those first three buckets and minimize the last one.

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  • Investing

    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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  • Investing

    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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  • Investing

    May 08, 2019

    ‘Passive’ Market Efficiency Works

    Larry Swedroe unpacks new research into its potential repercussions for liquidity, volatility and market efficiency.

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  • Investing

    April 17, 2019

    Revisiting the Benefits of International Diversification

    The benefits of a global equity allocation may diminish as markets integrate, but they haven't just up and vanished. Larry Swedroe takes a multi-faceted look at the value of broad diversification, even in a flatter world.

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  • Investing

    April 12, 2019

    The Risk Warrior

    Janet Levaux sits down with Larry Swedroe to get his latest thinking on asset allocation and portfolio diversification.

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  • Investing

    March 06, 2019

    Four Critical Elements of a Sound Investment Strategy

    Kevin Grogan shares with Robert Powell on The Street's Retirement Daily Podcast the four critical elements that help make up a sound investment strategy to reduce the risk of black swans.

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  • Investing

    February 19, 2019

    3 Factor Investing Myths

    Larry Swedroe digs into the myths surrounding factor-based strategies and provides guidance for those worried about how they could affect their overall portfolio.

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  • Investing

    September 19, 2018

    The Mathematics of Asset Location

    Kevin Grogan walks through a Roth-versus-taxable-account asset location decision using after-tax asset location.

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  • Investing

    September 18, 2018

    A High-Level View of the Asset Location Decision

    Asset allocation and asset location are both important decisions when building an investment portfolio. Kevin Grogan, director of investment strategy, focuses on the asset location decision and how it can affect your after-tax returns.

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  • Investing

    August 24, 2018

    Current Valuations and Expected Versus Actual Returns

    Larry Swedroe looks at how the science of investing informs our own process for estimating future stock returns and the role that current valuations play in it.

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  • Investing

    July 27, 2018

    Know Your Risk Inclinations and Investor Personality

    Larry Swedroe unpacks a CFA Institute Research Foundation brief on risk profiling and tolerance that looks at four investor personalities, and the potentially problematic behavioral tendencies likely to come with each.

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  • Investing

    July 24, 2018

    Inverted Yield Curves and Future Equity Returns

    A lot of investors are curious to know what an inverted yield curve, if one occurs, might mean for the stock market. In an analysis of Fed data, Jared Kizer concludes such inversions don't preordain poor equity returns and that other context matters.

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  • Investing

    July 06, 2018

    The Long-Term Evidence on Factor-Based Investing

    Larry Swedroe digests a study that uses more than 100 years of data from around the world to determine if there’s good reason to believe a set of common factors will persist, or whether they’re just anomalies that tend to disappear after they become known.

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  • Investing

    March 29, 2018

    Factor-Based Investing Remains Alive and Well

    After looking into whether the "curse of popularity" has impacted factor premiums' sustainability, Larry Swedroe can only conclude that it seems clear rumors of the death of factor-based investing are premature.

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  • Investing

    March 16, 2018

    A Comprehensive Strategy to Reduce Black Swan Risk

    Adam Butler reviews the just-released and updated 2018 edition of Larry Swedroe and Kevin Grogan's "Reducing the Risk of Black Swans." for Advisor Perspectives.

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  • Investing

    March 15, 2018

    Think Markets Are Moody? How About Investors?

    Buckingham's Helen Modly offers CNBC some facts and figures to help investors combat irrational fears and avoid bad financial decisions.

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  • Investing

    March 05, 2018

    Active Management Fails in Fixed Income

    Larry Swedroe explains why active bond fund managers not only fail to outperform, but may also offer investors only the illusion of portfolio diversification.

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  • Investing

    February 21, 2018

    Recency Bias Can Derail You

    Larry Swedroe tackles performance, international equity valuations and the perils of recency bias.

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