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
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
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
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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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