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

    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.

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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

    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

    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

    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.

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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

    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.

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  • Investing

    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.

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  • Tax Strategies

    April 18, 2018

    Shorting's Impact on Tax-Efficiency

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

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  • Investing

    February 15, 2018

    Putting Market Volatility In Perspective

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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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  • 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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