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
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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Investing
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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Retirement
May 16, 2023
Safe Withdrawal Rates
Chief Investment Officer Kevin Grogan answers this common question by exploring the factors that impact your portfolio, the three phases of retirement, the 4% rule of thumb and Buckingham’s deep dive approach.
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Investing
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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Investing
March 07, 2023
New and Improved Social Security Website
In this installment of the Buckingham Weekly Perspectives series, Chief Planning Officer Jeffrey Levine shares three reasons why you will love the new Social Security Administration website.
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Investing
February 28, 2023
Recent Bond Market and Inflation
In this edition of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer shares the latest updates on fixed income markets, interest rates and volatility.
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Investing
February 21, 2023
Emphasizing Safety on the Bond Side of the Portfolio
Chief Investment Officer Kevin Grogan shares our philosophy on fixed income investing, why it’s important to deemphasize credit risk and a historical examination of taking such risks.
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Investing
February 14, 2023
Donor Advised Funds
Chief Planning Officer Jeffrey Levine shares three reasons why donor advised funds are a great way to support your favorite charities while still receiving a tax break.
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Investing
February 08, 2023
The Arithmetic of Active Management
In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explores this idea, explains the two types of investors and shares the possible costs of active management.
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Investing
February 01, 2023
Three Financial Resolutions for the New Year
Chief Investment Officer Kevin Grogan shares three easy financial resolutions to keep your bank account happy and protect your heirs in 2023 and beyond.
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Investing
January 25, 2023
What is the Treasury Debt Ceiling?
In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explains what the debt ceiling is, practical considerations and the potential impact of this important event.
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Cashflow & Budgeting
January 18, 2023
Central Bank Digital Currency (CBDC)
Chief Investment Officer Kevin Grogan explores the concept of central bank digital currency (CBDC), the evolution of our fiscal system and the future of money.
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Retirement
January 11, 2023
Buckingham Weekly Perspectives | Three Key Changes in the SECURE Act 2.0
Chief Planning Officer Jeffrey Levine shares three of the most important components of this bill and how it may impact you for years to come.
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Tax Strategies
January 04, 2023
Buckingham Weekly Perspectives | Three Ways to Lower Your 2022 Tax Liability
Chief Planning Officer Jeffrey Levine shares three strategies you can implement now to save money on last year’s returns.
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Tax Strategies
December 28, 2022
Buckingham Weekly Perspectives | Three Tax Tips for 2022
Chief Planning Officer Jeffrey Levine shares three tips you can utilize immediately to lower your 2022 tax liability.
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Investing
December 21, 2022
Buckingham Weekly Perspectives | 2022 Stock Market Year-in-Review and 2023 Outlook
Chief Investment Officer Kevin Grogan shares the stock market's highs and lows over the last year and his outlook for 2023.
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Investing
December 14, 2022
Buckingham Weekly Perspectives | 2022 Bond Market Year-in-Review and Outlook for 2023
Chief Investment Officer Kevin Grogan Kevin Grogan shares his year-in-review of the bond market, and what we may expect in the near future.
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Investing
December 07, 2022
Buckingham Weekly Perspectives | Direct Indexing
Chief Investment Officer Jared Kizer shares specific situations where this lesser known broad diversification strategy of direct indexing may be beneficial.
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Investing
November 30, 2022
Buckingham Weekly Perspectives | The Collapse of the FTX Cryptocurrency Exchange
In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer shares three lessons learned from the failure of recent collapse of the FTX Cryptocurrency Exchange.
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Investing
November 23, 2022
Buckingham Weekly Perspectives | U.S. Stock Market
In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares valuable insights on the performance of U.S. stocks, FANMAG stocks and the importance of diversification.
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Investing
November 16, 2022
Buckingham Weekly Perspectives | Recent Market News
In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares the latest financial news, how it affects the markets and how it may impact your portfolio.
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Investing
November 09, 2022
Buckingham Weekly Perspectives | Maintaining International Diversification
In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer shares three reasons why it’s important to diversify your stock allocation outside of domestic companies.
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Investing
November 02, 2022
Buckingham Weekly Perspectives | Capital Market Assumptions for Planning
Managing Director of Investment Strategy Kevin Grogan shares how we use capital market assumptions in our overall planning process.
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Cashflow & Budgeting
October 12, 2022
Buckingham Weekly Perspectives | The Strengthening Dollar
Over the last few months, the U.S. dollar has been gaining strength in foreign markets.
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Investing
October 05, 2022
Buckingham Weekly Perspectives | Inflation Expectations
Good news is on the horizon! Inflation is expected to significantly decrease in the near term.
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Investing
September 28, 2022
Buckingham Weekly Perspectives | What’s been happening in the markets?
In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares a broad perspective of what has happened, why it happened and the implications for investors.
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Investing
August 10, 2022
Buckingham Weekly Perspectives | August 10, 2022
In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer shares the pros and cons of owning or investing heavily in corporate bonds.
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Investing
August 02, 2022
Buckingham Weekly Perspectives | August 2, 2022
In a surprise move, Manchin and Schumer agreed on the Inflation Reduction Act (IRA) to help contain skyrocketing costs and decrease the deficit.
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Investing
July 27, 2022
Buckingham Weekly Perspectives | July 27, 2022
If you are handling your own investments, target date funds may be a great allocation to your portfolio. These funds are set to change asset allocations over time as your designated retirement year approaches.
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Investing
July 20, 2022
Buckingham Weekly Perspectives | July 20, 2022
In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer discusses the latest market updates and shares the five-year economic forecast.
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