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.
-
Investing
January 31, 2024
The Science of Financial Success
In this interactive webinar, Chief Investment Officer Kevin Grogan, CFA, CFP® shared how Buckingham incorporates the power of diversification, thoughtful bond portfolio construction, alternative investments and other strategies to create personalized portfolios for every client.
Watch the video -
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.
Read the article -
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.
Read the article -
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.
Read the article -
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.
Read the article -
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.
Read the article -
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.
Read the article -
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.
Read the article -
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.
Read the article -
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.
Read the article -
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.
Read the article -
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.
Read the article -
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.
Read the article
Stay Connected With Buckingham
Want more resources like this? Click here to receive financial insights, articles, videos and webinar invitations.