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

    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

    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 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

    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

    June 20, 2023

    Investing in High-Yield Fixed Income

    Jared Kizer takes a deep dive into high-yield corporate bonds and shares three reasons why these investments are not recommended from an allocation perspective.

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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 08, 2023

    U.S. Banking Channels and the Potential Economic Impact

    Jared Kizer shares an update on the three recent bank failures, the drivers that have led us to this situation, the potential impact on broader economies and how you can protect yourself.

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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

    September 29, 2022

    What Caused Market Volatility to Rise

    Although the recent volatility can be unnerving, it’s important to remember that it is impossible to accurately predict changes in the economy and how they might affect markets.

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  • Investing

    September 06, 2022

    Buckingham Weekly Perspectives | September, 7 2022

    Chief Investment Officer Jared Kizer explores risks and benefits of putting your money in short-term vs. long-term maturity assets.

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  • Investing

    June 01, 2022

    Buckingham Weekly Perspectives | June 1, 2022

    Despite recent market volatility, there is a glimmer of hope in fixed income markets. Buckingham’s Chief Investment Officer Jared Kizer shares his thoughts on some good financial news!

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  • Investing

    May 04, 2022

    Buckingham Weekly Perspectives | May 04, 2022

    Over the past few months, the value of some fixed income strategies have dipped up to 10%. Why is the fixed income market so volatile right now? In the latest edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer explains the factors behind this instability, why your clients may want to still invest in fixed income markets and his thoughts on the future.

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  • Investing

    November 01, 2021

    Do Low Fixed Income Yields Have You Worried About Retirement?

    Learn how you can give yourself the best odds of meeting your retirement goals in today’s low-yield environment for fixed income.

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  • Investing

    November 03, 2020

    Fixed Income’s Place in Your Portfolio

    An allocation to fixed income does play an important role in your larger financial plan, and you shouldn’t abandon that plan over low interest rates.

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