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

    September 05, 2023

    Fixed-Income Investing in the Current Rate Environment

    Head of Investment Research Jared Kizer explores fixed income investing in the current rate environment and shares three reasons why it’s crucial to take additional maturity risk.

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  • Investing

    August 15, 2023

    An Overview of Term or Maturity Premium

    Head of Investment Research Jared Kizer explores the concept of the term premium and why it’s important in fixed income investing and overall portfolio allocation.

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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

    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 08, 2023

    U.S. Banking Channels and the Potential Economic Impact

    Jared Kizer shares an update on the three recent bank failures, the drivers that have led us to this situation, the potential impact on broader economies and how you can protect yourself.

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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

    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.

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  • Investing

    September 06, 2022

    Buckingham Weekly Perspectives | September, 7 2022

    Chief Investment Officer Jared Kizer explores risks and benefits of putting your money in short-term vs. long-term maturity assets.

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  • Investing

    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!

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  • Investing

    May 04, 2022

    Buckingham Weekly Perspectives | May 04, 2022

    Over the past few months, the value of some fixed income strategies have dipped up to 10%. Why is the fixed income market so volatile right now? In the latest edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer explains the factors behind this instability, why your clients may want to still invest in fixed income markets and his thoughts on the future.

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  • Investing

    November 01, 2021

    Do Low Fixed Income Yields Have You Worried About Retirement?

    Learn how you can give yourself the best odds of meeting your retirement goals in today’s low-yield environment for fixed income.

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  • Investing

    November 03, 2020

    Fixed Income’s Place in Your Portfolio

    An allocation to fixed income does play an important role in your larger financial plan, and you shouldn’t abandon that plan over low interest rates.

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  • Investing

    February 25, 2019

    2018 Report Card For Hedge Funds

    Larry Swedroe takes a look at the mixed results across asset classes and shows why market efficiency has won again.

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  • Investing

    December 10, 2018

    Are Corporate Bonds Worth the Risk?

    After a look at the historical evidence, Larry Swedroe makes the case that investors haven't been adequately compensated for taking on the various risks, implementation issues and other planning requirements associated with corporate bonds.

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  • Investing

    October 29, 2018

    Credit Premium: Fact(or) Fiction

    Jared Kizer revisits this question with a look at the historical justification for, and some facts and fiction regarding, the investment-grade credit premium.

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  • Investing

    October 09, 2018

    Examining Bond Premiums

    Larry Swedroe takes a look at the two premiums that help to explain the performance of bond portfolios.

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  • Investing

    August 30, 2018

    TIPS versus Nominal Bonds

    Larry Swedroe breaks down the process, and the math, for determining which route is the more appropriate strategy.

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  • Investing

    August 08, 2018

    The Curious Behavior of TIPS

    Jared Kizer takes a look at the clear empirical relationship between those fixed income securities and the credit risk premium.

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  • Investing

    June 29, 2018

    Why Corporate Bonds Aren't Worth the Risk

    Citywire magazine contributor John Coumarianos looks into research on the credit premium from our own Jared Kizer.

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  • Investing

    June 21, 2018

    Rising Interest Rates and Their Effect on Stock Prices

    Larry Swedroe turns to a new study from Andrew Berkin, his colleague and co-author, on the long-term link between equity prices and bond yields.

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  • Investing

    June 07, 2018

    Building a Better Bond Portfolio

    Investment Strategy Advisor Brian Haywood tells CNBC the roles of credit quality, duration and laddering in our customized, evidence-based bond portfolios.

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  • Investing

    June 01, 2018

    Reexamining the Need for Corporate Bonds

    Larry Swedroe unpacks some recent research from our own Jared Kizer that shows the risk already found in a portfolio of stocks and government bonds can make owning corporate bonds redundant for many investors.

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  • Investing

    April 25, 2018

    Quick Take: What Is a Bond Ladder

    Fixed Income Advisor Blerina Hysi talks through some of the benefits of well-structured bond ladders, including the ability to customize them to meet an investor’s unique needs and their implications for fixed income risk.

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  • Investing

    April 19, 2018

    Complex Instruments Don't Enhance Bond Fund Performance

    Larry Swedroe unpacks recent research that shows, overall, complex investments just don't have a significant impact on performance.

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  • Investing

    April 12, 2018

    Fixed Income Quick Take: In-State vs. Out-of-State Bonds

    Fixed Income Advisor Steve Wiechel explains how the fixed income desk determines which is best for each individual client.

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  • Investing

    March 06, 2018

    The Differences Between the Equity and Fixed Income Markets

    A quick take on bond markets. Blerina Hysi on navigating fixed income's lesser transparency and trading frequency.

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  • Investing

    March 05, 2018

    Active Management Fails in Fixed Income

    Larry Swedroe explains why active bond fund managers not only fail to outperform, but may also offer investors only the illusion of portfolio diversification.

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  • Investing

    February 27, 2018

    Does Active Management Pay in Bond Markets?

    Larry Swedroe examines a new study that highlights the negative relationship between activity and performance in bond funds.

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  • Business Ownership

    February 02, 2018

    Take a Comprehensive Approach to Investing

    Buckingham's Tom Bodin on the value of trading financial showmanship for a comprehensive, tax-conscious, evidence-based approach to investing.

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