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 03, 2023
Government Shutdown Averted for Now
Jared Kizer explores the impact of a government shutdown from a political and historical perspective, the near- and long-term risks from an investment strategy perspective, and three ways investors can manage this risk.
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Investing
September 26, 2023
Commodities from an Investment Strategy Perspective
In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explores commodities from an investment strategy perspective. He shares what they are, dives into their unique characteristics and explains who may benefit from this inflation-hedge investment.
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Cashflow & Budgeting
September 19, 2023
The Current Housing Market and Its Impact on Economic Growth
Chief Investment Officer Kevin Grogan shares how the lack of inventory combined with high interest rates is impacting home sales and overall economic growth.
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Investing
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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Investing
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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Investing
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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Investing
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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Investing
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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Investing
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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Investing
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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Investing
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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Investing
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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Retirement
July 11, 2023
10 Key Elements of a Fulfilling Retirement
In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan shares 10 key elements for creating and living a fulfilling retirement.
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Investing
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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Investing
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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Investing
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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Investing
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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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
3 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 | 3 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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