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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Investing
August 08, 2023
Interval Funds Versus Mutual Funds
Head of Investment Research Jared Kizer shares what interval funds are, the liquidity distinctions between them and mutual funds and why these investments are gaining popularity.
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Investing
August 01, 2023
Interest Rate and Inflation Overview, Update and Outlook
In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer provides an overview, update and outlook on interest rates and inflation as we head into August.
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Investing
July 25, 2023
Should You Allocate 100% of your Portfolio to Fixed Income?
Head of Investment Research Jared Kizer shares why this strategy has gained popularity recently and the surprising reasons why we don’t recommend this approach for most investors.
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Investing
July 17, 2023
The Economic Outlook for Q3 2023
Chief Investment Officer Kevin Grogan shares our new Quarterly Outlook feature, providing insight on the latest macroeconomic topics including inflation and key economic indicators.
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Retirement
July 11, 2023
10 Key Elements of a Fulfilling Retirement
In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan shares 10 key elements for creating and living a fulfilling retirement.
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Investing
July 05, 2023
Is Diversification Still a Viable Investment Strategy?
Chief Investment Officer Kevin Grogan explores 50 years of quarterly returns and shares three reasons why we recommend diversification.
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Investing
June 20, 2023
Investing in High-Yield Fixed Income
Jared Kizer takes a deep dive into high-yield corporate bonds and shares three reasons why these investments are not recommended from an allocation perspective.
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Investing
May 30, 2023
Advantages of Using CDs as Part of Your Fixed Income Portfolio
Chief Investment Officer Kevin Grogan shares how we manage individual bonds for our clients and the advantages of owning CDs.
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Investing
May 23, 2023
An Update on the Debt Ceiling Debacle
In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer shares important updates on the debt ceiling crisis.
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Retirement
May 16, 2023
Safe Withdrawal Rates
Chief Investment Officer Kevin Grogan answers this common question by exploring the factors that impact your portfolio, the three phases of retirement, the 4% rule of thumb and Buckingham’s deep dive approach.
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Investing
April 25, 2023
Considerations For Planning in the 2020s and Beyond
Head of Investment Research Jared Kizer shares three reasons why the last decade was so profitable for the U.S. stock market and the challenges investors will face in the 2020s and beyond.
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Investing
April 18, 2023
The Depreciation of the U.S. Dollar
Head of Investment Research Jared Kizer shares the drivers for this fear, short-term implications and the potential economic and investment impacts on the marketplace.
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Investing
April 12, 2023
A High-Level View of Schwab
Chief Investment Officer Kevin Grogan breaks down the issues at Schwab, how their circumstances are different than the Silicon Valley Bank failure and why we believe client assets are likely safe.
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Investing
April 03, 2023
Investing in High-Yield Corporate Bonds
Head of Investment Research Jared Kizer takes a deep dive into these securities and shares why we don’t recommend this fixed income strategy.
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Investing
March 28, 2023
U.S. vs. International Equity Portfolio Allocation
Chief Investment Officer Kevin Grogan shares the principles for determining an optimal equity allocation split, the cyclical nature of these investments, current valuations and the long-term forecast.
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Investing
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.
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Investing
March 13, 2023
The Collapse of Silicon Valley Bank
Head of Investment Research Jared Kizer takes a deep dive into what happened, why it occurred, the response of the Federal Reserve, how the closure may impact the markets and the possible implications for you.
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Investing
March 07, 2023
New and Improved Social Security Website
In this installment of the Buckingham Weekly Perspectives series, Chief Planning Officer Jeffrey Levine shares three reasons why you will love the new Social Security Administration website.
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Investing
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.
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Investing
February 21, 2023
Emphasizing Safety on the Bond Side of the Portfolio
Chief Investment Officer Kevin Grogan shares our philosophy on fixed income investing, why it’s important to deemphasize credit risk and a historical examination of taking such risks.
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Investing
February 14, 2023
Donor Advised Funds
Chief Planning Officer Jeffrey Levine shares three reasons why donor advised funds are a great way to support your favorite charities while still receiving a tax break.
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Investing
February 08, 2023
The Arithmetic of Active Management
In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explores this idea, explains the two types of investors and shares the possible costs of active management.
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Investing
February 01, 2023
3 Financial Resolutions for the New Year
Chief Investment Officer Kevin Grogan shares three easy financial resolutions to keep your bank account happy and protect your heirs in 2023 and beyond.
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Investing
January 25, 2023
What is the Treasury Debt Ceiling?
In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explains what the debt ceiling is, practical considerations and the potential impact of this important event.
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Cashflow & Budgeting
January 18, 2023
Central Bank Digital Currency (CBDC)
Chief Investment Officer Kevin Grogan explores the concept of central bank digital currency (CBDC), the evolution of our fiscal system and the future of money.
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Retirement
January 11, 2023
Buckingham Weekly Perspectives | 3 Key Changes in the SECURE Act 2.0
Chief Planning Officer Jeffrey Levine shares three of the most important components of this bill and how it may impact you for years to come.
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Tax Strategies
January 04, 2023
Buckingham Weekly Perspectives | 3 Ways to Lower Your 2022 Tax Liability
Chief Planning Officer Jeffrey Levine shares three strategies you can implement now to save money on last year’s returns.
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Tax Strategies
December 28, 2022
Buckingham Weekly Perspectives | 3 Tax Tips for 2022
Chief Planning Officer Jeffrey Levine shares three tips you can utilize immediately to lower your 2022 tax liability.
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Investing
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.
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Investing
December 14, 2022
Buckingham Weekly Perspectives | 2022 Bond Market Year-in-Review and Outlook for 2023
Chief Investment Officer Kevin Grogan Kevin Grogan shares his year-in-review of the bond market, and what we may expect in the near future.
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