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.

  • 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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  • 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.

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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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  • 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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  • 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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  • 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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  • 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.

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  • Investing

    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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  • Investing

    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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  • Investing

    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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  • Investing

    November 28, 2023

    Is the 60/40 Portfolio Dead?

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

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  • Investing

    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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  • Investing

    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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  • Investing

    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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