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

    January 17, 2023

    2022’s Investment Lessons

    While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.

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  • Investing

    January 17, 2023

    Economic Views: Inflation May Have Peaked as New Year Begins

    As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.

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  • Tax Strategies

    January 17, 2023

    2023 Planning Considerations and Strategies for Individual Taxpayers

    Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.

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  • Investing

    December 20, 2022

    Buckingham Connects Webcast: December 2022

    Our December Buckingham Connects webcast covered the forces driving recent market optimism, year-end planning strategies and our outlook for 2023.

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  • Cashflow & Budgeting

    October 19, 2022

    Buckingham Weekly Perspectives | Inflation: How Did We Get Here?

    On this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares the causes of high inflation and how world events have shaped our current economy.

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  • Retirement

    October 17, 2022

    Should You File for Social Security Early to Capture the Inflation Adjustment?

    Social Security benefits will go up 8.7% in 2023, the largest adjustment in four decades. Here’s why you don’t need to rush to file to benefit from the increase.

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  • Investing

    October 05, 2022

    Buckingham Weekly Perspectives | Inflation Expectations

    Good news is on the horizon! Inflation is expected to significantly decrease in the near term.

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  • Investing

    October 03, 2022

    Economic Brief: Labor Market Remains Tight As Global Risks Rise

    While inflation has moderated since June, it remains stubbornly high, and the Federal Reserve took further action by raising rates again in September.

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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 19, 2022

    Buckingham Connects Webcast: September 2022

    During our September Buckingham Connects webcast, we answered questions about the current market and economic situation, pending legislation and trajectory of interest rates.

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  • Investing

    August 23, 2022

    Buckingham Weekly Perspectives | August 24, 2022

    Buckingham’s Chief Investment Officer Jared Kizer shares what stagflation is, his thoughts on the likelihood of it occurring and how to protect your investments.

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  • Investing

    August 17, 2022

    Why Stocks Have Rebounded So Quickly

    Buckingham’s Managing Director of Investment Strategy Kevin Grogan shares some positive market developments and the “why” behind the optimistic forecast.

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  • Investing

    August 02, 2022

    Buckingham Weekly Perspectives | August 2, 2022

    In a surprise move, Manchin and Schumer agreed on the Inflation Reduction Act (IRA) to help contain skyrocketing costs and decrease the deficit.

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  • Investing

    July 26, 2022

    Economic Brief: All Eyes On Inflation For The Remainder Of 2022

    While there’s always uncertainty in the outlook for the economy and financial markets, a confluence of events has pushed the level of uncertainty to high levels.

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  • Investing

    July 20, 2022

    Buckingham Weekly Perspectives | July 20, 2022

    In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer discusses the latest market updates and shares the five-year economic forecast.

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  • Investing

    June 22, 2022

    Buckingham Weekly Perspectives | June 29, 2022

    While Treasury Inflation-Protected Securities (TIPS) may not be as well-known as conventional Treasury bonds, they are gaining popularity due to their ability to hedge against inflation risk.

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  • Investing

    June 22, 2022

    Buckingham Weekly Perspectives | June 22, 2022

    Over the past few weeks, the market has been nothing short of a roller coaster ride.

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  • Investing

    June 15, 2022

    Buckingham Weekly Perspectives | June 15, 2022

    Between 9/11, the crash of 2008 and the pandemic, we’ve seen the market under stress before. But how is this latest decline different from previous bouts?

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  • Investing

    June 08, 2022

    Buckingham Weekly Perspectives | June 8, 2022

    It is a question we have all been wondering…is inflation expected to moderate? While inflation is well above it’s normal 12-month rate, there is hope in sight!

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  • Investing

    May 24, 2022

    Buckingham Weekly Perspectives | May 24, 2022

    Signs indicate we may be heading into a possible recession. How do you protect your portfolio during a turbulent and uncertain market?

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  • Investing

    May 18, 2022

    Buckingham Weekly Perspectives | May 18, 2022

    How can you protect your personal finances during times of high inflation? On this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares three considerations to protect your money.

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  • Cashflow & Budgeting

    May 12, 2022

    Buckingham Connects: May 2022

    During our Buckingham Connects live webcast, three of the industry’s thought leaders answered pressing questions about inflation, interest rate increases, tax legislation and more from concerned viewers just like you. Watch this interactive conversation in its entirety!

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  • Investing

    March 24, 2022

    Buckingham Weekly Perspectives | March 24, 2022

    Inflation is the highest it’s been in almost 40 years. How do you protect your portfolio?

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  • Investing

    February 24, 2022

    Replay: Perspectives for 2022: Buckingham’s Thoughts on the Year Ahead

    The market will go up and the market will go down. No matter which direction it is headed, your best defense is to speak with your financial advisor about developing a risk-tolerant plan and sticking to it- while, as I like to say, controlling the “controllables.”

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  • Investing

    January 30, 2018

    Rising Interest Rates and the Impact on Bond Portfolios

    Larry Swedroe on why, before some dire forecast causes you to panic over risk in your bond holdings, it's well worth recalling that the collective wisdom of the market is a very tough competitor.

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