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

    October 05, 2020

    Optical Illusions in Investing

    Maintaining a globally diversified portfolio means accepting that your investment results will differ from a common index benchmark (think: S&P 500).

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  • Investing

    June 10, 2020

    Minimize Regret Over Maximizing Returns

    When reevaluating your tolerance for risk, now or in the future, it's worthwhile to look through the lens of “regret minimization” as much as you’re looking through the lens of potential “return maximization.”

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  • Investing

    February 12, 2020

    Coronavirus and Your Portfolio

    The coronavirus now making headlines around the world. How might it impact your portfolio?

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  • Investing

    September 16, 2019

    Are You a Hole-in-One Investor or a Scratch Investor?

    Any duffer on the course can hit a hole-in-one with enough swings and enough luck. But, writes Wealth Advisor Doug Buchan, being a scratch golfer – just like being scratch investor – requires patience in the winning strategy and the discipline to play your game.

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  • Investing

    June 13, 2019

    Annual Portfolio Performance: A Valuable Metric?

    Wealth Advisor Doug Buchan breaks down why setting an annual performance goal for your portfolio is not only useless, but it can be dangerous.

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  • Investing

    June 04, 2019

    What's in a Fund Name?

    After reviewing a study on the composition of mutual fund portfolios, Larry Swedroe concludes investors cannot rely on an active fund's name, or even its stated objective, when seeking exposure to factor characteristics.

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  • Investing

    May 15, 2019

    Stock Volatility and Trade Tensions

    Tim Maurer appears on Nightly Business Report to discuss steps investors should, and shouldn't, consider taking in response to stock market turbulence amid trade tensions.

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  • Investing

    May 13, 2019

    Active Management's Impact on Returns and Volatility

    After unpacking new research into how expense ratios and turnover impact returns and their dispersion, Larry Swedroe explores how the study's findings inform what we know about active mutual funds, active share, and volatility.

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  • Investing

    May 08, 2019

    ‘Passive’ Market Efficiency Works

    Larry Swedroe unpacks new research into its potential repercussions for liquidity, volatility and market efficiency.

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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

    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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  • Investing

    February 15, 2019

    When Value Performs Poorly

    For investors who have experienced these poor recent results, a natural question is how value stocks have tended to perform relative to growth after periods of poor performance. Jared Kizer examines the data and shares his insights to help investors see the bigger picture.

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  • Investing

    February 12, 2019

    Do Surprises Really Move Markets?

    Larry Swedroe shares some examples where good news has led to bad results and vice versa.

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  • Investing

    November 19, 2018

    The S&P 500 Goes Supernova

    It’s hard to imagine how the S&P 500’s excess returns could be anywhere near as high over the next decade as they have been recently.

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  • Investing

    October 31, 2018

    Market Volatility and Equity Performance

    When stock markets drop, it can be tough to see past the pain and recall that your investment plan incorporates such risks. To help you take the long-term view, Chief Investment Officer Jared Kizer puts October's market moves into perspective.

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  • Investing

    September 24, 2018

    A Factor with Caveats

    The low-beta anomaly may be persistent and pervasive across the globe, but, Larry Swedroe writes, research shows its returns are explained well by other now-common factors and its premium is dependent on certain circumstances.

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  • Investing

    May 21, 2018

    Different Types of Skill

    The prevalence of security analyst skill stands in stark contrast to studies that show only a fraction of actively managed mutual funds outperform on a risk-adjusted basis. Larry Swedroe tackles new research into this apparent contradiction.

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  • Investing

    May 07, 2018

    Chasing Returns Is a Hard Catch

    Larry Swedroe on a study showing why performance chasing rarely succeeds.

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  • Investing

    April 23, 2018

    Larry Swedroe on Bloomberg's ETF IQ: Shrinking Pool of Investors Hits Active Investing

    Larry Swedroe talks to Bloomberg ETF IQ host Scarlet Fu in an interview that tackles topics ranging from the Yale endowment to passive fixed income funds and the hurdles facing active managers.

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  • Investing

    March 29, 2018

    Factor-Based Investing Remains Alive and Well

    After looking into whether the "curse of popularity" has impacted factor premiums' sustainability, Larry Swedroe can only conclude that it seems clear rumors of the death of factor-based investing are premature.

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  • Investing

    March 27, 2018

    Active Management Can’t Crack Inefficient Markets

    Larry Swedroe unpacks the newly released year-end 2017 SPIVA report and its look at active management's underwhelming performance.

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  • Investing

    March 15, 2018

    Think Markets Are Moody? How About Investors?

    Buckingham's Helen Modly offers CNBC some facts and figures to help investors combat irrational fears and avoid bad financial decisions.

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  • Investing

    February 15, 2018

    Putting Market Volatility In Perspective

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  • Investing

    February 12, 2018

    Factor Performance Across Business Cycles

    A recent study explores how Fama-French factors perform across various stages of recession and recovery.

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  • Investing

    February 07, 2018

    Expect Volatility

    Dips in the stock market over the last few days jolted a lot of investors. But, as Buckingham's Sue Stevens explains, volatility is normal (even if we're out of practice for it), and the best course of action right now is simply to do nothing.

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  • Investing

    February 06, 2018

    Has the Size Premium Disappeared?

    There are some logical explanations for why the size premium may have shrunk, but, as Larry Swedroe shows, there are also simple, intuitive and risk-based explanations for why it should persist.

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  • Investing

    January 12, 2018

    The Crucial Nature of Patience and Diversification

    Larry Swedroe explains why new research into the volatility of equity risk premiums shows that patience and factor diversification are crucial.

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