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

    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
  • 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
  • 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

    September 11, 2023

    6 Steps to Plan for a Future Inheritance

    Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.

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  • 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

    August 08, 2023

    Interval Funds Versus Mutual Funds

    Head of Investment Research Jared Kizer shares what interval funds are, the liquidity distinctions between them and mutual funds and why these investments are gaining popularity.

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  • Investing

    July 05, 2023

    Is Diversification Still a Viable Investment Strategy?

    Chief Investment Officer Kevin Grogan explores 50 years of quarterly returns and shares three reasons why we recommend diversification.

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  • Investing

    June 26, 2023

    High-Yield Dividend Paying Stocks

    Head of Investment Research Jared Kizer explains the basics of high-dividend paying stocks and shares why we don’t recommend exclusively investing in them.

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  • Investing

    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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  • Investing

    February 21, 2023

    Emphasizing Safety on the Bond Side of the Portfolio

    Chief Investment Officer Kevin Grogan shares our philosophy on fixed income investing, why it’s important to deemphasize credit risk and a historical examination of taking such risks.

    Watch the video
  • Investing

    February 08, 2023

    The Arithmetic of Active Management

    In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explores this idea, explains the two types of investors and shares the possible costs of active management.

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  • Investing

    January 25, 2023

    What is the Treasury Debt Ceiling?

    In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explains what the debt ceiling is, practical considerations and the potential impact of this important event.

    Watch the video
  • Family Life & Transitions

    January 02, 2023

    Ring in the New Year with a Fresh Look at Your Financial Plan

    As you get started on your resolutions this year, don’t forget to flex your fiscal muscles and review your financial goals. Six smart strategies will help you plan for the best year yet.

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  • Investing

    October 05, 2022

    Buckingham Weekly Perspectives | Inflation Expectations

    Good news is on the horizon! Inflation is expected to significantly decrease in the near term.

    Watch the video
  • Investing

    September 28, 2022

    Buckingham Weekly Perspectives | What’s been happening in the markets?

    In this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares a broad perspective of what has happened, why it happened and the implications for investors.

    Watch the video
  • Investing

    September 19, 2022

    Buckingham Weekly Perspectives | Interval Funds

    Chief Investment Officer Jared Kizer explains what interval funds are, their pros and cons and how they may be a beneficial addition to a well-balanced financial plan.

    Watch the video
  • Investing

    August 10, 2022

    Buckingham Weekly Perspectives | August 10, 2022

    In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer shares the pros and cons of owning or investing heavily in corporate bonds.

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  • Investing

    August 02, 2022

    Buckingham Weekly Perspectives | August 2, 2022

    In a surprise move, Manchin and Schumer agreed on the Inflation Reduction Act (IRA) to help contain skyrocketing costs and decrease the deficit.

    Watch the video
  • Investing

    August 01, 2022

    Invest Like A Girl

    Investing can be an overwhelming process. Due to circumstances beyond their control, women face additional challenges and hurdles when it comes to growing their money.

    Read the article
  • Investing

    July 27, 2022

    Buckingham Weekly Perspectives | July 27, 2022

    If you are handling your own investments, target date funds may be a great allocation to your portfolio. These funds are set to change asset allocations over time as your designated retirement year approaches.

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  • Investing

    July 13, 2022

    Buckingham Weekly Perspectives | July 13, 2022

    What is the difference between value and growth stocks? In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Jared Kizer explains the differences between these equity investment strategies and shares the rewards and risks.

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  • Investing

    July 06, 2022

    Buckingham Weekly Perspectives | July 6, 2022

    Is it better to invest all your funds at once or should you utilize a dollar cost averaging approach and spread out your investments over time?

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  • Investing

    July 05, 2022

    Summer, Sun and Scams: Protect your Vacation from Fraud

    The summer months kick off many seasons of happiness – the end of the school season for kids, BBQ season, baseball season (this is a happier time for some fans more than others) and vacation season. Over the next few months, millions of Americans will hit the road or take to the skies in search of fun, adventure, relaxation and quality family time.

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  • Investing

    June 22, 2022

    Buckingham Weekly Perspectives | June 22, 2022

    Over the past few weeks, the market has been nothing short of a roller coaster ride.

    Watch the video
  • Investing

    June 22, 2022

    Buckingham Weekly Perspectives | June 29, 2022

    While Treasury Inflation-Protected Securities (TIPS) may not be as well-known as conventional Treasury bonds, they are gaining popularity due to their ability to hedge against inflation risk.

    Watch the video
  • Investing

    June 15, 2022

    Buckingham Weekly Perspectives | June 15, 2022

    Between 9/11, the crash of 2008 and the pandemic, we’ve seen the market under stress before. But how is this latest decline different from previous bouts?

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  • Investing

    May 24, 2022

    Buckingham Weekly Perspectives | May 24, 2022

    Signs indicate we may be heading into a possible recession. How do you protect your portfolio during a turbulent and uncertain market?

    Watch the video
  • Investing

    April 12, 2022

    Buckingham Weekly Perspectives | April 12, 2022

    On our latest Weekly Perspectives, Kevin Grogan, CFA, CFP® talks alternative investments and their positive developments over the past few years. Check it out and, as always, connect with your advisor to discuss if it might be a good fit for your investment plan.

    Watch the video
  • Investing

    April 07, 2022

    Buckingham Weekly Perspectives | April 7, 2022

    On this week’s weekly perspectives, Kevin Grogan, CFA, CFP® talks inverted yield curves and the historical data that helps us understand what this could mean for your investments.

    Watch the video
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