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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Charitable Giving
March 13, 2024
Empowering Your Giving Strategy: How to Support Global and Basic Need Challenges
There are no shortages of crises in the world, and determining how you can make a difference can often feel overwhelming.
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Cashflow & Budgeting
March 11, 2024
Demystifying Restricted Stock Units: A Guide to Your Organization’s Compensation Program
To retain top talent, some organizations issue restricted stock units (RSUs) to their highest performers. To get the most out of this potential extra income, it’s important to understand what RSUs entail and how to maximize their benefit.
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Family Life & Transitions
March 05, 2024
5 Common Questions When Buying a Home
In this webinar, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss what to consider when deciding if you are ready to buy a new home this year.
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Investing
March 05, 2024
How Do Election Years Affect Investing Behavior?
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan provides insight into the impact of presidential administrations on investor behavior.
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Insurance and Protection
February 27, 2024
Cybersecurity: How to Be Your Own Best Defense
Defending yourself from cybercriminals and fraudsters requires little knowledge of computers, software or apps. Instead, making small behavioral changes in your interaction with technology can have a big impact on safeguarding your private information.
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Investing
February 27, 2024
Buckingham Connects Quarterly Webinar: February 2024
Our thought leaders provide their outlook for the year, market performance, planning opportunities and strategies for 2024.
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Investing
February 26, 2024
How Your Advisor Can Build a Plan Based on Your Values
Your values—or what matters most to you—drive every decision you make in life. So, what does that mean for your financial plan?
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Investing
February 15, 2024
What to Do When the Market Hits All-Time Highs
Chief Investment Officer Kevin Grogan offers some valuable considerations when making changes to your portfolio during market highs.
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Family Life & Transitions
February 12, 2024
5 Financial Planning Tips for Welcoming a Baby
When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.
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Investing
February 06, 2024
What Does the SEC Approval of Bitcoin ETFs Mean for Cryptocurrency?
Head of Investment Research Jared Kizer shares our outlook on bitcoin given what we’ve seen so far in early 2024.
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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.
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Insurance and Protection
January 29, 2024
How to Protect Children from Identity Theft
According to research, kids could be up to 51 times more likely than adults to be the victims of identity theft. To ensure your child’s credit score stays protected, here are the top three measures you can take to safeguard their future.
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Investing
January 24, 2024
The Economic Outlook for Q1 2024
Chief Investment Officer Kevin Grogan explores what may be ahead for markets and the economy in 2024.
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Investing
January 15, 2024
Top 10 Investment Lessons of 2023
Last year was full of unexpected events – from a regional banking crisis, to rising geopolitical risks, to skyrocketing mortgage rates – that ultimately led to a solid year for markets and a recession that never came.
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Investing
January 10, 2024
Quarterly Outlook: Is a Soft Landing in Sight?
Will the Fed begin lowering rates this year? Our Quarterly Outlook explores what may be ahead for markets and the economy in 2024.
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Investing
January 10, 2024
2024 Outlook for Interest Rates
Chief Investment Officer Kevin Grogan shares his outlook for interest rates in 2024.
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Investing
January 01, 2024
The New Year Brings Big Questions for Markets
With uncertainty surrounding future monetary policy and a looming presidential election, Investment Strategy Manager Alex Kluesner looks at the biggest questions ahead and the implications for your portfolio.
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Investing
December 26, 2023
Is Investing in Preferred Stock a Smart Strategy?
Jared Kizer provides insight into investing in preferred stock and our assessment of whether it makes sense as a part of an portfolio allocation.
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Investing
December 20, 2023
Buckingham Connects Quarterly Webinar: December 2023
Our thought leaders provide an outlook for next year, discuss the potential impact of the presidential election and share planning strategies to consider in 2024 and beyond.
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Investing
March 22, 2023
Does Investing Internationally Still Make Sense?
Although risks abroad can be worrying, investing in foreign companies remains a key diversification strategy. Find out why having international investments in your portfolio is beneficial.
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Family Life & Transitions
January 04, 2024
After Your Divorce Is Finalized, What’s Next?
While the experience varies from couple to couple and individual to individual, consider these common financial to-do’s to address and then cross off your list once your divorce is finalized.
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Cashflow & Budgeting
December 18, 2023
The Gift that Lasts Forever: Teaching Your Children About Money
How and when should you begin teaching your children about the value of money? Starting early can make a big impact over multiple generations.
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Investing
December 12, 2023
Is it a Good Time to Invest in Commodities?
Jared Kizer explores the potential benefits and disadvantages when investing in commodities and how they can open your portfolio to more sectors including energy, industrial metals, precious metals, livestock and grains.
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Tax Strategies
December 04, 2023
2024 Planning Considerations and Strategies for Individual Taxpayers
Prepare for the upcoming tax season by reviewing 2024 inflation adjustments, important deadlines and opportunities to minimize your tax bill.
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Investing
November 28, 2023
Is the 60/40 Portfolio Dead?
Kevin Grogan covers the current state of the 60/40 portfolio.
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Tax Strategies
November 21, 2023
Key Tax-Saving Strategies to Review Before Year-End
Chief Planning Officer Jeffrey Levine will cover what you need to know and key year-end tax moves to consider.
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Charitable Giving
November 20, 2023
4 Charitable Giving Strategies to Maximize Your Impact
Now is an excellent time to revisit your charitable giving plan and review the tools you want to employ in 2024. Explore your options with these four tax-efficient strategies to channel your generosity in the most impactful and meaningful ways.
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Investing
November 14, 2023
Index Funds: What Are They and When Should You Use Them?
Chief Investment Officer Kevin Grogan provides an overview of index funds and then dives a little deeper into their complexities, including the benefits, potential cons, and best practices when determining where to use index funds versus low-cost quantitative active strategies.
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Tax Strategies
November 06, 2023
Small Steps to Take Before 2024 That May Help Save Big
Wealth Advisor Mary Baldwin, CFP® shares important questions and key considerations to review before the year is over to maximize your tax deductions.
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Investing
October 27, 2023
How Could Rising Geopolitical Risks Affect the Markets?
Jared Kizer addresses investors’ concerns about geopolitical risks and shares insights on making portfolio adjustments based on these events.
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