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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Investing
October 14, 2024
The Economic Outlook for Q4 2024
The U.S. economy has shown resilience, defying expectations of a recession that many have been predicting over the past several months. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.
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Investing
October 09, 2024
Quarterly Outlook: Inflation Continues to Moderate, Fed Policy Shifts
Our Quarterly Outlook explores what may be ahead for markets and the economy.
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Investing
October 07, 2024
What Kind of Returns Can You Anticipate from Your Portfolio?
Investors often ask what a realistic long-term return for their portfolios might be. This article explores how to evaluate performance beyond just the most popular benchmarks.
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Investing
October 02, 2024
Social Security Benefits: 5 Things Married Couples Should Know
In this session, Chief Planning Officer Jeffrey Levine will demystify some of the complexity surrounding Social Security benefits and help couples make informed decisions.
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Investing
October 01, 2024
Are Risk and Return Always Related?
A fundamental principle of investing is the risk-return tradeoff. When you accept more risk, you should expect higher rewards. But is this always true? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains how this concept can help guide your investing decisions.
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Investing
September 23, 2024
How to Align Your Charitable Giving With Your Values
Deciding whom to give to, when and how much is challenging until you have aligned your giving plan with your values. Wealth Advisor Tad Gray shares steps you can take to prepare your gifting intentions.
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Investing
September 17, 2024
Understanding the VIX: The Market’s Fear Gauge
With commentators talking about the volatility index (VIX) rising, often referred to as the “fear index,” should this cause alarm for investors?
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Investing
September 09, 2024
What to Know About the New RMD Regulations
Starting Jan. 1, 2025, new RMD regulations will introduce some big changes for those who own retirement accounts and are required to take withdrawals. As you prepare for the coming year, here are some important updates to consider.
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Family Life & Transitions
September 04, 2024
Long-Term Health Care: Exploring Your Options & Costs
In this session, Chief Planning Officer Jeffrey Levine shares how to consider the need for long-term care into your financial plan.
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Investing
September 03, 2024
Staying the Course During a Presidential Election Year
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares investing considerations to keep in mind as the 2024 presidential election approaches.
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Business Ownership
August 26, 2024
5 Reasons to Start Succession Planning for Your Business
Planning early for a business transition can make all the difference for your financial plan. Business Solutions Director Chuck Laverty shares five reasons that business owners should not delay succession planning.
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Investing
August 20, 2024
What’s Driving Recent Market Volatility
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains why a recent jobs report has stirred markets.
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Estate & Trust
August 12, 2024
Top Estate Planning Mistakes to Avoid
A well-executed estate plan contains many moving parts that should align with your ever-evolving unique goals and circumstances.
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Family Life & Transitions
August 06, 2024
Planning Through Divorce: 5 Considerations to Safeguard Your Future
In this session, Wealth Advisor Katie Marsden will discuss the key factors to consider during a divorce to protect your future wealth.
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Investing
August 05, 2024
How to Assess Your Investment Risk Tolerance
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses how to determine the risk you’re willing to take to meet your financial goals.
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Family Life & Transitions
July 29, 2024
Switching Jobs? Action Items When Making a Career Change
While starting a new job is an exciting life transition, it’s important to be prepared for how your financial life could change. Wealth Advisor Ryan Berning shares five key items to review when transitioning to a different role.
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Investing
July 22, 2024
The Economic Outlook for Q3 2024
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.
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Investing
July 19, 2024
Buckingham Connects Quarterly Webinar: July 2024
Our thought leaders share their perspectives on markets, the economic outlook and planning opportunities in the months ahead.
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Tax Strategies
July 15, 2024
5 Ways to Plan For Estate Tax Law Changes
The Tax Cuts and Jobs Act estate tax exemptions amounts are set to sunset at the end of 2025. Wealth Advisor Amanda Otto explores tax-saving options and strategies you can take before the new rules go into effect.
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Investing
July 10, 2024
Quarterly Outlook: Inflation Eases, Recession Risk Falls
Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Our Quarterly Outlook explores what may lie ahead for markets and the economy.
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Investing
July 08, 2024
What Do Inverted Yield Curves Mean for Your Portfolio?
Chief Investment Officer Kevin Grogan explains what an inverted yield curve is and the implications for both stock and bond markets.
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Investing
July 02, 2024
3 Keys to Building the Right Portfolio for You
In this session, Chief Planning Officer Jeffrey Levine guides participants through the key factors to consider when building a personalized investment portfolio.
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Investing
July 01, 2024
Selecting Individual Stocks? 4 Questions to Consider
Picking stocks that will outperform the broader market has been an ambition of investors for years. But is that truly the best strategy for investors?
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Investing
June 25, 2024
Investing Strategies For Persistent Inflation
Chief Investment Officer Kevin Grogan shares strategies for protecting your portfolio against unexpectedly high inflation.
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Retirement
June 17, 2024
Are You Ready to Retire? 4 Questions to Consider
Many individuals approaching retirement are struggling with the question, “Am I ready to retire or should I continue working?” Here are some key points to consider when making this important decision.
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Investing
June 11, 2024
Is Now the Time to Invest in India?
Forecasters predict India's GDP will double by 2031. Chief Investment Officer Kevin Grogan discusses whether to invest more in countries poised for greater economic growth.
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Tax Strategies
June 07, 2024
Strategies Single, Divorced or Remarried Individuals Can Use to Reduce Estate Taxes
Wealth Advisor Adam Yofan and a panel of divorce and estate planning attorneys discuss tax-saving options for high-net-worth individuals who expect to have complex estates to manage.
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Estate & Trust
June 04, 2024
What You Need to Know When Inheriting an IRA
In this session, Chief Planning Officer Jeffrey Levine discusses what IRA owners and their beneficiaries should know when transferring accounts to heirs.
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Insurance and Protection
June 03, 2024
Secure Your Next Adventure: Why Travel Insurance Shouldn't Be an Afterthought
Out-of-pocket travel costs can have a big impact on our finances. Wealth Advisor Susan Chesson shares why you should not forget to add insurance to your packing list.
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Investing
May 28, 2024
How Much Cash Should You Hold in Your Portfolio?
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan provides insight into a common question from investors – what's the right amount of cash to have in my portfolio?
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