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.
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.
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.
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.
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.
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.
The Collapse of Silicon Valley Bank
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.
What is the Treasury Debt Ceiling?
Central Bank Digital Currency (CBDC)
Buckingham Weekly Perspectives | Three Key Changes in the SECURE Act 2.0
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!
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
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 […]
Buckingham Weekly Perspectives | The Strengthening Dollar
Buckingham Weekly Perspectives | Interval Funds
Chief Investment Officer Jared Kizer explains what interval funds are and how they may be a beneficial addition to a well-balanced financial plan.
Buckingham Weekly Perspectives | August, 31 2022
The nation is abuzz about the recent announcement of President Biden’s student debt forgiveness program. How will these changes impact you and your loved ones?
