Our Resources

March 20, 2023

Developments on the 2023 Banking Crisis

Chief Investment Officer Kevin Grogan shares two new recent developments, their impact on market performance, the difference between the crisis of 2008 and now and what the future may hold.

February 28, 2023

Recent Bond Market and Inflation

In this edition of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer shares the latest updates on fixed income markets, interest rates and volatility.

January 17, 2023

2022’s Investment Lessons

While each year features new twists on the age-old investment stories, smart investors know how to apply the same basic principles to every event.

January 17, 2023

Economic Views: Inflation May Have Peaked as New Year Begins

As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.

October 03, 2022

Economic Brief: Labor Market Remains Tight as Global Risks Rise

While inflation has moderated since June, it remains stubbornly high, and the Federal Reserve took further action by raising rates again in September.

September 29, 2022

What Caused Market Volatility to Rise

Although the recent volatility can be unnerving, it’s important to remember that it is impossible to accurately predict changes in the economy and how they might affect markets.

September 28, 2022

Buckingham Weekly Perspectives | What’s been happening in the markets?

In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares a broad perspective of what has happened, why it happened and the implications for investors.

June 22, 2022

Buckingham Weekly Perspectives | June 22, 2022

Over the past few weeks, the market has been nothing short of a roller coaster ride.

June 01, 2022

Buckingham Weekly Perspectives | June 1, 2022

Despite recent market volatility, there is a glimmer of hope in fixed income markets. Buckingham’s Chief Investment Officer Jared Kizer shares his thoughts on some good financial news!

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.

March 26, 2020

The Market Volatility Survival Tool: True Grit

A tool for surviving market volatility. Tim Maurer with a vital ingredient for investing success: Grit.

February 12, 2020

Coronavirus and Your Portfolio

The coronavirus now making headlines around the world. How might it impact your portfolio?

May 15, 2019

Stock Volatility and Trade Tensions

Tim Maurer appears on Nightly Business Report to discuss steps investors should, and shouldn't, consider taking in response to stock market turbulence amid trade tensions.

May 13, 2019

Active Management's Impact on Returns and Volatility

After unpacking new research into how expense ratios and turnover impact returns and their dispersion, Larry Swedroe explores how the study's findings inform what we know about active mutual funds, active share, and volatility.

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.

January 09, 2019

The Sky Isn’t Falling

To help investors avoid catastrophizing recent volatility, Larry Swedroe lays out some economic positives to also keep in mind.

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.

October 31, 2018

Market Volatility and Equity Performance

When stock markets drop, it can be tough to see past the pain and recall that your investment plan incorporates such risks. To help you take the long-term view, Chief Investment Officer Jared Kizer puts October's market moves into perspective.

October 24, 2018

Be Prepared for Losses

When it comes to understanding and then accepting the nature of the investment risks that you'll have to live with over time, forewarned is forearmed. Larry Swedroe puts the size and volatility of equity premiums into better perspective.

May 29, 2018

Is the Value Premium Really Dead?

Larry Swedroe revisits the data and explains why he thinks it's difficult to conclude this particular risk premium is gone for good.

May 03, 2018

Don’t Exclude Emerging Markets

Does the current empirical evidence still suggest there's a significant benefit to including emerging markets stocks in a globally diversified portfolio? Larry Swedroe makes his case for the prudent investment strategy.

March 15, 2018

Think Markets Are Moody? How About Investors?

Buckingham's Helen Modly offers CNBC some facts and figures to help investors combat irrational fears and avoid bad financial decisions.

February 15, 2018

Putting Market Volatility In Perspective

February 09, 2018

A Long-Term Perspective on the Stock Market Downturn

After years of little volatility, the market's ups and downs might have you feeling uneasy. But a long-term perspective from Chief Investment Officer Jared Kizer provides some context on the stock market downturn.

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.

January 02, 2018

The Benefits of Managed Volatility Strategies

Larry Swedroe tackles research into how managing volatility shapes outcomes and utility.