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
May 29, 2019
Post-WWII U.S. Stock Returns and the Triumph of Optimism
Larry Swedroe unpacks a new study suggesting that U.S. stock returns are now less about economic growth and more about shareholders.
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Investing
April 29, 2019
Index Investing’s Market Impact
Larry Swedroe unpacks new research into the impact that the rise of passive investing has had on securities lending, which plays an important role in stock market efficiency.
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Investing
March 27, 2019
Evidence-Based Investing Captures What Traditional Indexing Leaves Behind
Ryan Jennings highlights a few areas where an evidence-based approach can capture what traditional indexing leaves behind.
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Investing
March 18, 2019
2018’s Active Vs. Index Scorecard
Larry Swedroe unpacks highlights from the most recent SPIVA scorecard that offer still more powerful evidence of active management's continued failure to persistently outperform.
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Investing
March 01, 2019
A Tale Of 3 Small Value Funds
Larry Swedroe looks at 3 small value funds and shows how their performance is explained by exposure to common factors-asset pricing models.
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Investing
November 20, 2018
Temperament Trumps Intellect in Investing
Larry Swedroe offers his seven keys to remaining a patient and disciplined investor over the long haul.
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Investing
September 12, 2018
Active Management’s Surprising Survival
For Larry Swedroe, it's truly an amazing paradox that so many investors still choose actively managed funds. Fortunately, he writes, more people are taking greater notice of the evidence.
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Investing
August 20, 2018
Why It's so Hard to Be a Disciplined Investor
Larry Swedroe on some tools for avoiding the twin mistakes of recency and resulting, even when the market serves up an extended period of underperformance.
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Investing
July 27, 2018
Know Your Risk Inclinations and Investor Personality
Larry Swedroe unpacks a CFA Institute Research Foundation brief on risk profiling and tolerance that looks at four investor personalities, and the potentially problematic behavioral tendencies likely to come with each.
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Investing
July 17, 2018
Persistent Fund Alpha and Active Manager Skill
Larry Swedroe examines the research, and offers some additional analysis demonstrating how elusive a prize true alpha really is.
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Investing
June 26, 2018
Rediscovering the Size Effect
Larry Swedroe on a study that "saves" the size effect by showing it is strengthened when combined with other, newer factors.
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Investing
May 11, 2018
Explaining the Disposition Effect
Larry Swedroe unpacks a study into how this tendency, called the disposition effect, operates at the asset versus the portfolio level.
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Investing
January 02, 2018
The Benefits of Managed Volatility Strategies
Larry Swedroe tackles research into how managing volatility shapes outcomes and utility.
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