Our Resources
Our 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.
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Investing
April 03, 2024
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.
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Investing
February 26, 2024
How Your Advisor Can Build a Plan Based on Your Values
Your values—or what matters most to you—drive every decision you make in life. So, what does that mean for your financial plan?
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Tax Strategies
November 06, 2023
Small Steps to Take Before 2024 That May Help Save Big
Wealth Advisor Mary Baldwin, CFP® shares important questions and key considerations to review before the year is over to maximize your tax deductions.
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Next Gen
October 25, 2023
Why Focusing on the Long-Term is Smart Investing
Following the 2020 Covid-19 market crash and the 2022 inflation related market fall, equity investors can be forgiven for feeling a certain amount of apprehension regarding recent positive returns their portfolios have experienced. Most investors seem predisposed to focus on potential negative short-term outcomes rather than the broader overall positive long-term trends. It just seems to be human nature that a certain part of our brain is always waiting for the other shoe to drop.
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Investing
September 26, 2023
Commodities from an Investment Strategy Perspective
In this episode of Focus Weekly Perspectives, Head of Investment Research 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.
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Investing
August 29, 2023
“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 Focus Weekly Perspectives, Chief Investment Officer Kevin Grogan explores this myth and shares why we don’t advocate this tactic.
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Investing
August 22, 2023
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.
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Investing
July 03, 2023
Navigating Alternative Investment Strategies
Wondering if alternative investments are right for your portfolio? Although we remain skeptical of most alternative strategies, we’ve found a few that may benefit a well-constructed portfolio.
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Investing
June 13, 2023
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
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For Parents
May 31, 2023
Ensuring a Successful Family Legacy
The goal of this paper is to help you structure a successful and enduring legacy. Ensuring a Successful Family Legacy will frame the issues around your legacy, enable you to develop a plan and hire a team of advisors tailored to your needs.
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