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.

  • 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

    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

    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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  • 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

    July 03, 2023

    Navigating Alternative Investment Strategies

    Wondering if alternative investments are right for your portfolio? Although we remain skeptical of most alternative strategies, we’ve found a few that may benefit a well-constructed portfolio.

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  • Investing

    June 13, 2023

    A Comparison Between Exchange-Traded Funds (ETFs) and Mutual Funds

    Head of Investment Research Jared Kizer shares five important distinctions between these growing investment vehicles. If you have any questions, please feel free to drop us a note: buckinghamstrategicwealth.com/contact-us

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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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  • Investing

    August 15, 2022

    Why the Location of Your Investments Matters

    Most investors have a process for deciding which investments to buy in their portfolio—with different objectives for building wealth over time. But once you’ve selected your investment mix, have you considered how the account that holds your investments affects what you ultimately earn?

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  • Investing

    April 12, 2019

    The Risk Warrior

    Janet Levaux sits down with Larry Swedroe to get his latest thinking on asset allocation and portfolio diversification.

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