Our Resources

December 21, 2022

Buckingham Weekly Perspectives | 2022 Stock Market Year-in-Review and 2023 Outlook

Chief Investment Officer Kevin Grogan shares the stock market's highs and lows over the last year and his outlook for 2023.

December 20, 2022

Buckingham Connects Webcast: December 2022

Our December Buckingham Connects webcast covered the forces driving recent market optimism, year-end planning strategies and our outlook for 2023.

November 23, 2022

Buckingham Weekly Perspectives | U.S. Stock Market

In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares valuable insights on the performance of U.S. stocks, FANMAG stocks and the importance of diversification.

November 16, 2022

Buckingham Weekly Perspectives | Recent Market News

In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares the latest financial news, how it affects the markets and how it may impact your portfolio.

September 19, 2022

Buckingham Connects Webcast: September 2022

During our September Buckingham Connects webcast, we answered questions about the current market and economic situation, pending legislation and trajectory of interest rates.

May 06, 2022

Prepare Your Portfolio for Midterm Elections

How will the upcoming elections affect your portfolio? Buckingham’s Daniel Campbell offers three points to consider as America heads to the polls.

April 29, 2022

Buckingham Weekly Perspectives | April 29, 2022

In this week’s edition of Buckingham Weekly Perspectives, Buckingham Wealth Partners Managing Director of Investment Strategy Kevin Grogan, CFA, CFP® discusses market volatility, interest rates, inflation and recent changes implemented by the Federal Reserve.

April 20, 2022

Buckingham Weekly Perspectives | April 20, 2022

In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer, CFA explains the pros and cons of having a portion of your stock allocation dedicated to international and emerging markets.

October 11, 2021

Marathons & Markets: You've Trained For This!

Lately, we’ve seen a meaningful uptick in market volatility fueled by economic instability here and abroad, don’t forget—you’ve trained for this!

November 03, 2020

Planning for Uncertain Times

Last night’s election and ongoing health and economic concerns related to COVID-19 leads to high uncertainty. These aren’t the first events to spur investor uncertainty, nor will they be the last.

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.”

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.

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.

March 11, 2019

Tale Of 2 Stock Markets

There is clear evidence the political climate affects investors' views of the economy and the stock market. Larry Swedroe encourages investors to separate political affiliations from investment decisions.

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.

January 07, 2019

Investing for the Long Term amid Stock Market Volatility

In a look at the historical data on stock returns following periods of negative performance, Jared Kizer explores why revisiting the market's longer-term properties can help put last quarter's volatility into broader context.

July 16, 2018

Estimating Underperformance Probabilities

Jared Kizer crunches the data to get a more realistic sense of the odds that four common factors will underperform over various periods.

April 18, 2018

Shorting's Impact on Tax-Efficiency

Larry Swedroe unpacks the research and explores the benefits of tax-aware, long/short funds.

February 15, 2018

Putting Market Volatility In Perspective

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.

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.