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

    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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  • Investing

    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.

    Read the article
  • Investing

    January 10, 2024

    2024 Outlook for Interest Rates

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

    Watch the video
  • Investing

    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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  • 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.

    Watch the video
  • Investing

    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.

    Watch the video
  • Investing

    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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  • Investing

    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.

    Watch the video
  • Investing

    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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  • Cashflow & Budgeting

    September 19, 2023

    The Current Housing Market and Its Impact on Economic Growth

    Chief Investment Officer Kevin Grogan shares how the lack of inventory combined with high interest rates is impacting home sales and overall economic growth.

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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.

    Watch the video
  • 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

    April 12, 2023

    Quarterly Outlook Q2 2023: Inflation Battle Wages On

    In our quarterly outlook, we explore the Federal Reserve’s actions to curb inflation and how these are likely to continue despite recent turmoil in the banking sector.

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  • Investing

    January 17, 2023

    Economic Views: Inflation May Have Peaked as New Year Begins

    As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.

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  • Investing

    September 19, 2022

    Buckingham Connects Webcast: September 2022

    During our September Buckingham Connects webcast, we answered questions about the current market and economic situation, pending legislation and trajectory of interest rates.

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  • Investing

    June 08, 2022

    Buckingham Weekly Perspectives | June 8, 2022

    It is a question we have all been wondering…is inflation expected to moderate? While inflation is well above it’s normal 12-month rate, there is hope in sight!

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  • Cashflow & Budgeting

    May 12, 2022

    Buckingham Connects: May 2022

    During our Buckingham Connects live webcast, three of the industry’s thought leaders answered pressing questions about inflation, interest rate increases, tax legislation and more from concerned viewers just like you. Watch this interactive conversation in its entirety!

    Watch the video
  • Investing

    March 29, 2022

    Buckingham Weekly Perspectives | March 29, 2022

    In this week’s Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer, CFA delves into the hot topic of interest rates.

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  • Investing

    February 24, 2022

    Replay: Perspectives for 2022: Buckingham’s Thoughts on the Year Ahead

    The market will go up and the market will go down. No matter which direction it is headed, your best defense is to speak with your financial advisor about developing a risk-tolerant plan and sticking to it- while, as I like to say, controlling the “controllables.”

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