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.

  • Charitable Giving

    May 07, 2021

    Why Wealthy Donors Don’t Give More

    You can better develop your charitable giving plan by having more qualitative discussions about your giving and your family history. This starts with having a conversation about your most important goals, values, heritages and legacy.

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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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  • Charitable Giving

    November 19, 2018

    Tools to Help Realize Your Year-End Charitable Giving Goals

    Buckingham's Jada Diedrich unpacks her toolkit for building an efficient charitable giving strategy that's designed to help maximize the way your contribution dollars benefit not only the causes you hold most dear, but also you and your family.

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  • Business Ownership

    April 26, 2018

    The Dentist’s Financial Playbook: Properly Align Financial Priorities

    Katie Collins shares specific guidelines for how to achieve financial balance. This video explains how to budget for needs, wants and savings and recommends how much should go in each bucket.

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  • Business Ownership

    April 12, 2018

    The Dentist's Financial Playbook: Knowing Where Your Money Does Go

    In this video, Tom Bodin makes the case for taking the time to track where and how you’re allocating your finances and suggests tools you can that put you in control.

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