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

    November 28, 2023

    Is the 60/40 Portfolio Dead?

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

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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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  • 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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  • Investing

    September 21, 2023

    How Investor Expectations Are Driving Stock Prices

    For investors only looking at the returns of the S&P 500, it may seem like the economy is in a boom. This article explores why chasing the biggest returns in equity markets right now may not be the wisest choice.

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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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  • Estate & Trust

    September 19, 2023

    Strategies for Effective Gifting to Family Members

    To make the most of your gift, you’ll need to plan for the potential tax consequences and how the gift fits in with your overall financial goals and estate plan.

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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 11, 2023

    6 Steps to Plan for a Future Inheritance

    Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.

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  • Investing

    September 11, 2023

    Buckingham Connects Quarterly Webinar: September 2023

    Our thought leaders share their views on recession risks, the impact of higher interest rates and planning opportunities to consider before year-end.

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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

    Top 3 Ways Young Adults Can Maximize Their Financial Future

    In this interactive webinar, join Buckingham’s Chief Planning Officer Jeffrey Levine and Wealth Advisor Jeff C. Johnson, author of the recently published book, “One Decade to Make Millions,” who will share key strategies for young adults to begin developing their financial skills now, when time is on their side.

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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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  • Cashflow & Budgeting

    August 28, 2023

    Fee-Only and Fiduciary: What It Means for Your Financial Planning

    It’s important to partner with a financial advisor that aligns with your values, goals and objectives. However, it’s equally important to understand how your wealth manager is compensated.

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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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  • Cashflow & Budgeting

    August 14, 2023

    Maximizing Health Care Savings in Retirement With an HSA

    A health savings account (HSA) is a tax-efficient way to pay for qualified medical expenses. However, when you enroll in Medicare, using an HSA becomes a bit trickier. Learn how to get the most mileage out of your health care dollars.

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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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  • Tax Strategies

    July 31, 2023

    Demystifying the Income Tax Reporting System

    Once tax season is over, it’s not uncommon for taxpayers to receive an inquiry letter for more information about their returns. But have you ever wondered why?

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  • Insurance and Protection

    July 25, 2023

    Preventing Identity Theft: How to Defend Your Finances

    As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances.

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