Video Archives - Buckingham Strategic Partners

The Economic Outlook for Q2 2024

Kevin Grogan shares our outlook for markets and the economy.

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.

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.

How Do Election Years Affect Investing Behavior?

Prepare Your Portfolio for Midterm Elections

Chief Investment Officer Kevin Grogan provides insight into the impact of presidential administrations on investor behavior

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.

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.

The Economic Outlook for Q1 2024

Two women at a table looking at documents

Chief Investment Officer Kevin Grogan explores what may be ahead for markets and the economy in 2024.

2024 Outlook for Interest Rates

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

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.

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.

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.

Is the 60/40 Portfolio Dead?

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

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

Kevin Grogan provides an overview of index funds and dives deeper into their complexities, including the potential benefits, disadvantages and best practices when deciding between index funds and active investment strategies.

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.

The Economic Outlook for Q4 2023

Kevin Grogan provides an overview of the latest Quarterly Outlook and highlights the key points, risks to the economy and sources of stability.

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.

Commodities from an Investment Strategy Perspective

Jared Kizer explores commodities from an investment strategy perspective. He shares what they are, dives into their unique characteristics and explains who may benefit from this inflation-hedge investment.

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.

Saving for College with a 529 Education Plan

Chief Investment Officer Kevin Grogan shares the basic guidelines and principles concerning this popular savings plan and answers commonly asked questions.

Buckingham Connects Quarterly Webinar: September 2023

Buckingham thought leaders’ discuss U.S. and global market performance, tax planning considerations, and other financial planning topics.

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.

“Sell in May and Go Away”

Can the “Sell in May and Go Away” investment strategy really outperform the market, or is it just an old wives’ tale? In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan explores this myth and shares why we don’t advocate this tactic.

Can Artificial Intelligence (AI) Outperform the Market?

Chief Investment Officer Kevin Grogan explores how AI is being utilized in the financial realm and why we do not recommend it as an investment strategy.

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.

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.

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.

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.

Finding Your Partner: Building a Successful Wealth Management Practice

Join us for a dynamic panel discussion with a group of Certified Public Accountants (CPAs) who made the decision to expand their practice to include wealth management services.

The Economic Outlook for Q3 2023

Chief Investment Officer Kevin Grogan shares our new Quarterly Outlook feature, providing insight on the latest macroeconomic topics including inflation and key economic indicators.

10 Key Elements of a Fulfilling Retirement

In this episode of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan shares ten key elements for creating and living a fulfilling retirement.

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.

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.

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.

A Comparison Between Exchange-Traded Funds (ETFs) and Mutual Funds

Head of Investment Research Jared Kizer shares five important distinctions between these growing investment vehicles.

If you have any questions, please feel free to drop us a note: buckinghamstrategicwealth.com/contact-us

3 Lessons from the Debt Ceiling Crisis

Head of Investment Research Jared Kizer shares three evergreen investment lessons we can learn from the averted debt ceiling crisis.

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.

An Update on the Debt Ceiling Debacle

In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer shares important updates on the debt ceiling crisis.

Safe Withdrawal Rates

Chief Investment Officer Kevin Grogan answers this common question by exploring the factors that impact your portfolio, the three phases of retirement, the 4% rule of thumb and Buckingham’s deep dive approach.

U.S. Banking Channels and the Potential Economic Impact

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.

Uncovering Five Habits of Successful Advisors

An Update on the U.S. Government Debt Ceiling

Jared Kizer shares the latest updates, recap and possible expectations and impact of the U.S. Federal government debt ceiling crisis.

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.

Considerations For Planning in the 2020s and Beyond

Head of Investment Research Jared Kizer shares three reasons why the last decade was so profitable for the U.S. stock market and the challenges investors will face in the 2020s and beyond.

The Depreciation of the U.S. Dollar

Head of Investment Research Jared Kizer shares the drivers for this fear, short-term implications and the potential economic and investment impacts on the marketplace.

A High-Level View of Schwab

Chief Investment Officer Kevin Grogan breaks down the issues at Schwab and how their circumstances are different than Silicon Valley Bank.

Investing in High-Yield Corporate Bonds

Head of Investment Research Jared Kizer takes a deep dive into these securities and shares why we don’t recommend this fixed income strategy.

U.S. vs. International Equity Portfolio Allocation

Chief Investment Officer Kevin Grogan shares the principles for determining the correct equity allocation split, the cyclical nature of these investments, current valuations and the long-term forecast.

Developments on the 2023 Banking Crisis

Chief Investment Officer Kevin Grogan shares two new recent developments, their impact on market performance, the difference between the crisis of 2008 and now and what the future may hold.

The Collapse of Silicon Valley Bank

Economic Views - Inflation May Have Peaked as New Year Begins

Head of Investment Research Jared Kizer takes a deep dive into what happened, why it occurred, the response of the Federal Reserve, how the closure may impact the markets and the possible implications for you.

New and Improved Social Security Website

In this installment of the Buckingham Weekly Perspectives series, Chief Planning Officer Jeffrey Levine shares three reasons why you will love the new Social Security Administration website!

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.

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.

Donor Advised Funds

Chief Planning Officer Jeffrey Levine shares three reasons why donor advised funds are a great way to support your favorite charities while still receiving a tax break.

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.

Buckingham Connects Quarterly Webinar: January 2023

Our panel covers last year’s market performance, outlook for investment strategies in 2023 and planning changes brought on by SECURE Act 2.0.

3 Financial Resolutions for the New Year

In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan shares three easy financial resolutions to keep your bank account happy and protect your heirs in 2023 and beyond.

What is the Treasury Debt Ceiling?

Advanced Planning for Growth Minded Advisors

Central Bank Digital Currency (CBDC)

Buckingham Weekly Perspectives | Three Key Changes in the SECURE Act 2.0

Buckingham Weekly Perspectives | Three Ways to Lower Your 2022 Tax Liability

Buckingham Weekly Perspectives | 3 Tax Tips for 2022

Buckingham Weekly Perspectives | 2022 Stock Market Year-in-Review and 2023 Outlook

Buckingham Connects Webcast: December 2022

Buckingham Weekly Perspectives | Direct Indexing

Buckingham Weekly Perspectives | The Collapse of the FTX Cryptocurrency Exchange

Buckingham Weekly Perspectives | U.S. Stock Market

Buckingham Weekly Perspectives | Recent Market News

From the Federal Reserve’s rate hike to the mid-term elections, early November has been very busy!

Behind the Scenes with Buckingham | Introducing Buckingham Strategic Partners

Buckingham Weekly Perspectives | Maintaining International Diversification

Buckingham Weekly Perspectives | Capital Market Assumptions for Planning

Managing Director of Investment Strategy Kevin Grogan shares how we use capital market assumptions in our overall planning process.

Buckingham Weekly Perspectives | Private Credit Markets

Tech Solutions with Buckingham Strategic Partners

As Michael Kitces’ FinTech Solution Map shows, there is no shortage of tech solutions available to help advisors. When you partner with Buckingham Strategic Partners, we help remove the complexities of these many solutions. You are easily able to streamline and integrate your FinTech needs. Check out how our platform eliminates the necessity for several […]

Buckingham Weekly Perspectives | Inflation: How Did We Get Here?

Last week, the U.S. Bureau of Labor Statistics released September’s inflation data. The results were less than encouraging. How did we wind up with inflation running over 8% for an extended stretch? On this episode of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares the causes of high inflation and how world […]