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

    February 15, 2024

    What to Do When the Market Hits All-Time Highs

    Chief Investment Officer Kevin Grogan offers some valuable considerations when making changes to your portfolio during market highs.

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  • Family Life & Transitions

    February 12, 2024

    5 Financial Planning Tips for Welcoming a Baby

    When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.

    Read the article
  • Investing

    February 06, 2024

    What Does the SEC Approval of Bitcoin ETFs Mean for Cryptocurrency?

    Head of Investment Research Jared Kizer shares our outlook on bitcoin given what we’ve seen so far in early 2024.

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  • Investing

    January 31, 2024

    The Science of Financial Success

    In this interactive webinar, Chief Investment Officer Kevin Grogan, CFA, CFP® shared how Buckingham incorporates the power of diversification, thoughtful bond portfolio construction, alternative investments and other strategies to create personalized portfolios for every client.

    Watch the video
  • Insurance and Protection

    January 29, 2024

    How to Protect Children from Identity Theft

    According to research, kids could be up to 51 times more likely than adults to be the victims of identity theft. To ensure your child’s credit score stays protected, here are the top three measures you can take to safeguard their future.

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  • Investing

    January 24, 2024

    The Economic Outlook for Q1 2024

    Chief Investment Officer Kevin Grogan explores what may be ahead for markets and the economy in 2024.

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  • Investing

    January 15, 2024

    Top 10 Investment Lessons of 2023

    Last year was full of unexpected events – from a regional banking crisis, to rising geopolitical risks, to skyrocketing mortgage rates – that ultimately led to a solid year for markets and a recession that never came.

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  • Investing

    January 10, 2024

    Quarterly Outlook: Is a Soft Landing in Sight?

    Will the Fed begin lowering rates this year? Our Quarterly Outlook explores what may be ahead for markets and the economy in 2024.

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  • Investing

    January 10, 2024

    2024 Outlook for Interest Rates

    Chief Investment Officer Kevin Grogan shares his outlook for interest rates in 2024.

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  • Investing

    January 01, 2024

    The New Year Brings Big Questions for Markets

    With uncertainty surrounding future monetary policy and a looming presidential election, Investment Strategy Manager Alex Kluesner looks at the biggest questions ahead and the implications for your portfolio.

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  • Investing

    December 26, 2023

    Is Investing in Preferred Stock a Smart Strategy?

    Jared Kizer provides insight into investing in preferred stock and our assessment of whether it makes sense as a part of an portfolio allocation.

    Watch the video
  • Investing

    December 20, 2023

    Buckingham Connects Quarterly Webinar: December 2023

    Our thought leaders provide an outlook for next year, discuss the potential impact of the presidential election and share planning strategies to consider in 2024 and beyond.

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  • Family Life & Transitions

    January 04, 2024

    After Your Divorce Is Finalized, What’s Next?

    While the experience varies from couple to couple and individual to individual, consider these common financial to-do’s to address and then cross off your list once your divorce is finalized.

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  • Cashflow & Budgeting

    December 18, 2023

    The Gift that Lasts Forever: Teaching Your Children About Money

    How and when should you begin teaching your children about the value of money? Starting early can make a big impact over multiple generations.

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  • Investing

    December 12, 2023

    Is it a Good Time to Invest in Commodities?

    Jared Kizer explores the potential benefits and disadvantages when investing in commodities and how they can open your portfolio to more sectors including energy, industrial metals, precious metals, livestock and grains.

    Watch the video
  • Tax Strategies

    December 04, 2023

    2024 Planning Considerations and Strategies for Individual Taxpayers

    Prepare for the upcoming tax season by reviewing 2024 inflation adjustments, important deadlines and opportunities to minimize your tax bill.

    Read the article
  • Investing

    November 28, 2023

    Is the 60/40 Portfolio Dead?

    Kevin Grogan covers the current state of the 60/40 portfolio.

    Watch the video
  • Tax Strategies

    November 21, 2023

    Key Tax-Saving Strategies to Review Before Year-End

    Chief Planning Officer Jeffrey Levine will cover what you need to know and key year-end tax moves to consider.

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  • Charitable Giving

    November 20, 2023

    4 Charitable Giving Strategies to Maximize Your Impact

    Now is an excellent time to revisit your charitable giving plan and review the tools you want to employ in 2024. Explore your options with these four tax-efficient strategies to channel your generosity in the most impactful and meaningful ways.

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  • Investing

    November 14, 2023

    Index Funds: What Are They and When Should You Use Them?

    Chief Investment Officer Kevin Grogan provides an overview of index funds and then dives a little deeper into their complexities, including the benefits, potential cons, and best practices when determining where to use index funds versus low-cost quantitative active strategies.

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  • Tax Strategies

    November 06, 2023

    Small Steps to Take Before 2024 That May Help Save Big

    Wealth Advisor Mary Baldwin, CFP® shares important questions and key considerations to review before the year is over to maximize your tax deductions.

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  • Investing

    October 27, 2023

    How Could Rising Geopolitical Risks Affect the Markets?

    Jared Kizer addresses investors’ concerns about geopolitical risks and shares insights on making portfolio adjustments based on these events.

    Watch the video
  • Insurance and Protection

    October 23, 2023

    Social Security and Medicare: How to Plan for Next Year

    Find out why reviewing your Medicare plans now may lead to significant health care savings over the long term.

    Read the article
  • Education Funding

    October 18, 2023

    What to Know About the New FAFSA Form

    Chief Planning Officer Jeffrey Levine covers the key changes that students and their parents should know about before the form becomes available in December.

    Watch the video
  • Investing

    October 16, 2023

    The Economic Outlook for Q4 2023

    In this week’s Buckingham Perspectives, Chief Investment Officer Kevin Grogan provides an overview of the latest Quarterly Outlook and highlights the key takeaways, risks to the economy and sources of stability.

    Watch the video
  • Investing

    October 11, 2023

    Quarterly Outlook: Too Early to Declare Victory Against Inflation

    Is the Fed finished hiking rates for the year? Our quarterly outlook explores why the economy may not be cooling enough to slow inflation.

    Read the article
  • Cashflow & Budgeting

    October 09, 2023

    The Rise of the Female Breadwinner: Key Planning Tips and Considerations

    Wealth Advisor Alyssum Malone, CFP®, BFA™ shares how partnering with a professional can help ensure your family’s finances are protected for years to come, no matter what situation may arise.

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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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  • Cashflow & Budgeting

    October 02, 2023

    Five Money Conversations You Need to Have with Your Partner

    Strong communication is important to ensure each partner is on the same page regarding short- and long-term goals. Adviser Ryne Vickery outlines how to get the conversation started.

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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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