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.

  • 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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