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
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
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
January 15, 2020
Active Management’s Persistent Failure to Persistently Outperform
Regardless of asset class or style focus, few active fund managers consistently outperformed their peers. Larry Swedroe surveys data from the latest SPIVA persistence scorecard.
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Investing
June 06, 2019
Factors Are For Holding
We have met the enemy, and he is us. Larry Swedroe unpacks new research that suggests individuals do invest in successful factor-based strategies, but destroy returns through their poor trading behavior.
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Investing
January 18, 2019
Conflicting Interests in Commercial Banks’ Investment Management
Larry Swedroe unpacks research into this double agency problem and its affect on funds' performance.
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Investing
December 05, 2018
Play it Safe in Muni-Land
Larry Swedroe explores some of the reasons why municipal bond investing may be growing riskier.
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Investing
November 16, 2018
Behavioral Mistakes and Mutual Fund Managers
Research shows a mutual fund manager's good (or bad) experience with a stock can bias the decision to repurchase it.
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Investing
November 08, 2018
Why Active Management Still Fails
A recent study only reinforces the important link between mutual fund costs and performance. However, as Larry Swedroe explains, its results happen to offer plenty of good news for investors on both sides of the active versus passive debate.
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Investing
June 06, 2018
Lottery Stocks Remain a Losing Game
Larry Swedroe takes a look at new research findings on lottery stocks in mutual funds.
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