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
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 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 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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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
July 05, 2023
Is Diversification Still a Viable Investment Strategy?
Chief Investment Officer Kevin Grogan explores 50 years of quarterly returns and shares three reasons why we recommend diversification.
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Investing
June 26, 2023
High-Yield Dividend Paying Stocks
Head of Investment Research Jared Kizer explains the basics of high-dividend paying stocks and shares why we don’t recommend exclusively investing in them.
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Investing
March 22, 2023
Does Investing Internationally Still Make Sense?
Although risks abroad can be worrying, investing in foreign companies remains a key diversification strategy. Find out why having international investments in your portfolio is beneficial.
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Investing
February 21, 2023
Emphasizing Safety on the Bond Side of the Portfolio
Chief Investment Officer Kevin Grogan shares our philosophy on fixed income investing, why it’s important to deemphasize credit risk and a historical examination of taking such risks.
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Investing
February 08, 2023
The Arithmetic of Active Management
In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explores this idea, explains the two types of investors and shares the possible costs of active management.
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Investing
January 25, 2023
What is the Treasury Debt Ceiling?
In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explains what the debt ceiling is, practical considerations and the potential impact of this important event.
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Family Life & Transitions
January 02, 2023
Ring in the New Year with a Fresh Look at Your Financial Plan
As you get started on your resolutions this year, don’t forget to flex your fiscal muscles and review your financial goals. Six smart strategies will help you plan for the best year yet.
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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
September 28, 2022
Buckingham Weekly Perspectives | What’s been happening in the markets?
In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares a broad perspective of what has happened, why it happened and the implications for investors.
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Investing
September 19, 2022
Buckingham Weekly Perspectives | Interval Funds
Chief Investment Officer Jared Kizer explains what interval funds are, their pros and cons and how they may be a beneficial addition to a well-balanced financial plan.
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Investing
August 10, 2022
Buckingham Weekly Perspectives | August 10, 2022
In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer shares the pros and cons of owning or investing heavily in corporate bonds.
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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
August 01, 2022
Invest Like A Girl
Investing can be an overwhelming process. Due to circumstances beyond their control, women face additional challenges and hurdles when it comes to growing their money.
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Investing
July 27, 2022
Buckingham Weekly Perspectives | July 27, 2022
If you are handling your own investments, target date funds may be a great allocation to your portfolio. These funds are set to change asset allocations over time as your designated retirement year approaches.
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Investing
July 13, 2022
Buckingham Weekly Perspectives | July 13, 2022
What is the difference between value and growth stocks? In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer explains the differences between these equity investment strategies and shares the rewards and risks.
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Investing
July 06, 2022
Buckingham Weekly Perspectives | July 6, 2022
Is it better to invest all your funds at once or should you utilize a dollar cost averaging approach and spread out your investments over time?
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Investing
July 05, 2022
Summer, Sun and Scams: Protect your Vacation from Fraud
The summer months kick off many seasons of happiness – the end of the school season for kids, BBQ season, baseball season (this is a happier time for some fans more than others) and vacation season. Over the next few months, millions of Americans will hit the road or take to the skies in search of fun, adventure, relaxation and quality family time.
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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
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
April 12, 2022
Buckingham Weekly Perspectives | April 12, 2022
On our latest Weekly Perspectives, Kevin Grogan, CFA, CFP® talks alternative investments and their positive developments over the past few years. Check it out and, as always, connect with your advisor to discuss if it might be a good fit for your investment plan.
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Investing
April 07, 2022
Buckingham Weekly Perspectives | April 7, 2022
On this week’s weekly perspectives, Kevin Grogan, CFA, CFP® talks inverted yield curves and the historical data that helps us understand what this could mean for your investments.
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Investing
March 29, 2022
Buckingham Weekly Perspectives | March 29, 2022
In this week’s Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer, CFA delves into the hot topic of interest rates.
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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
March 24, 2022
5 Ways Women Can Take Control of Their Finances
Women’s individual and collective experiences, situations, challenges and solutions vary widely. This makes it nearly impossible – and irresponsible – to apply a “one size fits all” approach to women’s wealth management. But one thing we do know, our paths to achieving financial stability and success can vary greatly from those of men.
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