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.

  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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.

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  • 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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  • 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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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • January 10, 2024

    Quarterly Outlook: Is a Soft Landing in Sight?

    Will the Fed begin lowering rates this year? Our Quarterly Outlook explores what may be ahead for markets and the economy in 2024.

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  • January 10, 2024

    2024 Outlook for Interest Rates

    Chief Investment Officer Kevin Grogan shares his outlook for interest rates in 2024.

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  • January 01, 2024

    The New Year Brings Big Questions for Markets

    With uncertainty surrounding future monetary policy and a looming presidential election, Investment Strategy Manager Alex Kluesner looks at the biggest questions ahead and the implications for your portfolio.

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  • December 26, 2023

    Is Investing in Preferred Stock a Smart Strategy?

    Jared Kizer provides insight into investing in preferred stock and our assessment of whether it makes sense as a part of an portfolio allocation.

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  • December 20, 2023

    Buckingham Connects Quarterly Webinar: December 2023

    Our thought leaders provide an outlook for next year, discuss the potential impact of the presidential election and share planning strategies to consider in 2024 and beyond.

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  • September 11, 2023

    Buckingham Connects Quarterly Webinar: September 2023

    Our thought leaders share their views on recession risks, the impact of higher interest rates and planning opportunities to consider before year-end.

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  • May 02, 2023

    Buckingham Connects Quarterly Webinar: April 2023

    Our Quarterly Connects Webinar features Buckingham thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.

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  • March 22, 2023

    Does Investing Internationally Still Make Sense?

    Although risks abroad can be worrying, investing in foreign companies remains a key diversification strategy. Find out why having international investments in your portfolio is beneficial.

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  • February 02, 2023

    Buckingham Connects Quarterly Webinar: January 2023

    The webinar covered last year’s market performance, the outlook for investment strategies in 2023 and planning changes brought on by SECURE Act 2.0.

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  • December 20, 2022

    Buckingham Connects Webcast: December 2022

    Our December Buckingham Connects webcast covered the forces driving recent market optimism, year-end planning strategies and our outlook for 2023.

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  • December 12, 2023

    Is it a Good Time to Invest in Commodities?

    Jared Kizer explores the potential benefits and disadvantages when investing in commodities and how they can open your portfolio to more sectors including energy, industrial metals, precious metals, livestock and grains.

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  • November 28, 2023

    Is the 60/40 Portfolio Dead?

    Kevin Grogan covers the current state of the 60/40 portfolio.

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  • November 14, 2023

    Index Funds: What Are They and When Should You Use Them?

    Chief Investment Officer Kevin Grogan provides an overview of index funds and then dives a little deeper into their complexities, including the benefits, potential cons, and best practices when determining where to use index funds versus low-cost quantitative active strategies.

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  • October 27, 2023

    How Could Rising Geopolitical Risks Affect the Markets?

    Jared Kizer addresses investors’ concerns about geopolitical risks and shares insights on making portfolio adjustments based on these events.

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  • October 16, 2023

    The Economic Outlook for Q4 2023

    In this week’s Buckingham Perspectives, Chief Investment Officer Kevin Grogan provides an overview of the latest Quarterly Outlook and highlights the key takeaways, risks to the economy and sources of stability.

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  • October 11, 2023

    Quarterly Outlook: Too Early to Declare Victory Against Inflation

    Is the Fed finished hiking rates for the year? Our quarterly outlook explores why the economy may not be cooling enough to slow inflation.

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  • October 03, 2023

    Government Shutdown Averted for Now

    Jared Kizer explores the impact of a government shutdown from a political and historical perspective, the near- and long-term risks from an investment strategy perspective, and three ways investors can manage this risk.

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