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.

  • Tax Strategies

    March 08, 2020

    It’s What You Make After Taxes

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  • Investing

    January 14, 2019

    Long/Short Portfolios Can Improve Tax Efficiency

    Larry Swedroe unpacks research showing that relaxing quantitative tax-aware strategies' long-only constraint can drastically increase tax benefits.

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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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  • Tax Strategies

    April 18, 2018

    Shorting's Impact on Tax-Efficiency

    Larry Swedroe unpacks the research and explores the benefits of tax-aware, long/short funds.

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