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.

  • Retirement

    May 22, 2024

    7 Critical IRA Errors to Avoid

    Join Chief Planning Officer Jeffrey Levine, CFP®, CPA as he shares information on the general principles of financial, insurance, investment, income, retirement and estate planning.

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  • Estate & Trust

    May 20, 2024

    Should You Hire a Professional to Manage Your Trust?

    If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.

    Read the article
  • Investing

    May 14, 2024

    How AI Could Change the Economy

    In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan highlights the opportunities and challenges of the technology, as well as the investment implications.

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  • Tax Strategies

    May 08, 2024

    Evidence-Driven Planning™

    Discover how Buckingham minimizes lifetime tax liabilities, grows assets and protects portfolios through three underutilized – but highly successful – planning strategies.

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  • Cashflow & Budgeting

    May 06, 2024

    5 Budgeting Myths that Prevent People from Saving

    Director of Family Budget Services Rob Bertman shares tips on creating an effective budget and how to stick to it.

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  • Investing

    May 01, 2024

    Can an Actively Managed Mutual Fund Beat its Benchmark?

    Chief Investment Officer Kevin Grogan explains what an actively managed mutual fund is and how these funds track their performance against indexes.

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  • Insurance and Protection

    May 01, 2024

    Crisis Medicaid Planning: What Everyone Needs to Know

    In this interactive webinar, Buckingham’s Chief Planning Officer Jeffrey Levine will review why financially secure families should be aware of long-term care costs and how program benefits could play a role in their planning.

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  • Investing

    April 22, 2024

    The Value of a Financial Advisor: How to Consider the Costs and Benefits

    Here’s what individual investors should know when assessing the value of working with a financial advisor.

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  • Past Events

    April 19, 2024

    Buckingham Connects Quarterly Webinar: April 2024

    Our thought leaders share their perspectives on markets, the economic outlook, planning opportunities for 2024 and the upcoming election.

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  • Investing

    April 16, 2024

    The Economic Outlook for Q2 2024

    In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy.

    Watch the video
  • Investing

    April 10, 2024

    Quarterly Outlook: Economic Momentum Continues

    At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth. Our Quarterly Outlook explores what may lie ahead for markets and the economy.

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  • Family Life & Transitions

    April 08, 2024

    Caring for Aging Parents: The Essential Planning Guide

    In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.

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  • Investing

    April 03, 2024

    Will the Dominance of U.S. Equity Performance Prevail?

    Jared Kizer sheds light on a topic that received a lot of attention in the late 2010s and has started to rear its head again over the last year – the performance of the U.S. market relative to other asset classes.

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  • Retirement

    April 02, 2024

    5 Steps to a Less-Taxing Retirement

    In this interactive webinar, Buckingham’s Chief Planning Officer Jeffrey Levine will share five strategies to empower those preparing for retirement.

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  • Investing

    March 25, 2024

    Protecting Your Portfolio in a Presidential Election Year

    While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit. Here’s what to keep in mind this election season.

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  • Investing

    March 19, 2024

    Why Investors Should Stick With Global Stocks

    Chief Investment Officer Kevin Grogan reviews the performance of U.S. stocks and international stocks and how it should influence portfolio decisions.

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  • Charitable Giving

    March 13, 2024

    Empowering Your Giving Strategy: How to Support Global and Basic Need Challenges

    There are no shortages of crises in the world, and determining how you can make a difference can often feel overwhelming.

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  • Cashflow & Budgeting

    March 11, 2024

    Demystifying Restricted Stock Units: A Guide to Your Organization’s Compensation Program

    To retain top talent, some organizations issue restricted stock units (RSUs) to their highest performers. To get the most out of this potential extra income, it’s important to understand what RSUs entail and how to maximize their benefit.

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  • Family Life & Transitions

    March 05, 2024

    5 Common Questions When Buying a Home

    In this webinar, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss what to consider when deciding if you are ready to buy a new home this year.

    Watch the video
  • Investing

    March 05, 2024

    How Do Election Years Affect Investing Behavior?

    In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan provides insight into the impact of presidential administrations on investor behavior.

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  • Insurance and Protection

    February 27, 2024

    Cybersecurity: How to Be Your Own Best Defense

    Defending yourself from cybercriminals and fraudsters requires little knowledge of computers, software or apps. Instead, making small behavioral changes in your interaction with technology can have a big impact on safeguarding your private information.

    Watch the video
  • Investing

    February 27, 2024

    Buckingham Connects Quarterly Webinar: February 2024

    Our thought leaders provide their outlook for the year, market performance, planning opportunities and strategies for 2024.

    Watch the video
  • Investing

    February 26, 2024

    How Your Advisor Can Build a Plan Based on Your Values

    Your values—or what matters most to you—drive every decision you make in life. So, what does that mean for your financial plan?

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  • Investing

    February 15, 2024

    What to Do When the Market Hits All-Time Highs

    Chief Investment Officer Kevin Grogan offers some valuable considerations when making changes to your portfolio during market highs.

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  • Family Life & Transitions

    February 12, 2024

    5 Financial Planning Tips for Welcoming a Baby

    When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.

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  • Investing

    February 06, 2024

    What Does the SEC Approval of Bitcoin ETFs Mean for Cryptocurrency?

    Head of Investment Research Jared Kizer shares our outlook on bitcoin given what we’ve seen so far in early 2024.

    Watch the video
  • Investing

    January 31, 2024

    The Science of Financial Success

    In this interactive webinar, Chief Investment Officer Kevin Grogan, CFA, CFP® shared how Buckingham incorporates the power of diversification, thoughtful bond portfolio construction, alternative investments and other strategies to create personalized portfolios for every client.

    Watch the video
  • Insurance and Protection

    January 29, 2024

    How to Protect Children from Identity Theft

    According to research, kids could be up to 51 times more likely than adults to be the victims of identity theft. To ensure your child’s credit score stays protected, here are the top three measures you can take to safeguard their future.

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  • Investing

    January 24, 2024

    The Economic Outlook for Q1 2024

    Chief Investment Officer Kevin Grogan explores what may be ahead for markets and the economy in 2024.

    Watch the video
  • Investing

    January 15, 2024

    Top 10 Investment Lessons of 2023

    Last year was full of unexpected events – from a regional banking crisis, to rising geopolitical risks, to skyrocketing mortgage rates – that ultimately led to a solid year for markets and a recession that never came.

    Read the article
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