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.

  • 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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