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

    March 06, 2019

    Four Critical Elements of a Sound Investment Strategy

    Kevin Grogan shares with Robert Powell on The Street's Retirement Daily Podcast the four critical elements that help make up a sound investment strategy to reduce the risk of black swans.

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  • Investing

    January 14, 2019

    Long/Short Portfolios Can Improve Tax Efficiency

    Larry Swedroe unpacks research showing that relaxing quantitative tax-aware strategies' long-only constraint can drastically increase tax benefits.

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  • Investing

    September 18, 2018

    A High-Level View of the Asset Location Decision

    Asset allocation and asset location are both important decisions when building an investment portfolio. Kevin Grogan, director of investment strategy, focuses on the asset location decision and how it can affect your after-tax returns.

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  • Investing

    September 17, 2018

    The Value of Pension Plan Investment Consultants

    Pension plan sponsors engage investment consultants even though the evidence clearly shows their recommendations fail to add value. Why? Larry Swedroe examines research that concludes there's an agency problem (that is, a conflict of interest) at work.

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  • Investing

    September 06, 2018

    Determining the Nature of ESG Returns

    A recent study suggests that ESG investors can express their social views without penalty, at least in terms of risk-adjusted returns. Larry Swedroe unpacks its findings, and what they reveal about the equity factors that explain ESG results.

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  • Investing

    August 20, 2018

    Why It's so Hard to Be a Disciplined Investor

    Larry Swedroe on some tools for avoiding the twin mistakes of recency and resulting, even when the market serves up an extended period of underperformance.

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  • Investing

    July 06, 2018

    The Long-Term Evidence on Factor-Based Investing

    Larry Swedroe digests a study that uses more than 100 years of data from around the world to determine if there’s good reason to believe a set of common factors will persist, or whether they’re just anomalies that tend to disappear after they become known.

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  • Investing

    June 11, 2018

    The Risk and Return Implications of ESG

    ESG investors may be sacrificing some of their returns to express their social preferences, but is there an offsetting benefit in terms of lower portfolio risk? Larry Swedroe unpacks a new study that explores both sides of the strategy.

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  • Investing

    June 07, 2018

    Building a Better Bond Portfolio

    Investment Strategy Advisor Brian Haywood tells CNBC the roles of credit quality, duration and laddering in our customized, evidence-based bond portfolios.

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  • Investing

    April 13, 2018

    Why Investors Choose Principle Over Profits

    Larry Swedroe unpacks a new study into whether such decisions are driven by intrinsic social preferences, financial reasons or other motives entirely.

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  • Investing

    April 10, 2018

    Value May Be Down, But It's Not Out

    Larry Swedroe concludes it's premature to give up on the value factor, but also that its premium has only been earned by investors disciplined enough to stay the course through sometimes long periods of underperformance.

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  • Investing

    February 13, 2018

    The Only Market Volatility Prediction You Can Count On

    Tim Maurer revisits some tools for dealing with the financial and emotional impact of unpredictable ups and downs.

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