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
December 16, 2024
The Outlook for Stock Returns
With current U.S. stock market valuations at historically high levels, Chief Investment Officer Kevin Grogan discusses expectations for stock returns and the implications for your portfolio.
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Investing
December 06, 2024
What’s Ahead for Cash and Bond Returns?
With the market pricing in three quarter-point rate cuts over the course of 2025, Chief Investment Officer Kevin Grogan discusses the outlook for cash and bonds and the implications for your portfolio.
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Investing
October 01, 2024
Are Risk and Return Always Related?
A fundamental principle of investing is the risk-return tradeoff. When you accept more risk, you should expect higher rewards. But is this always true? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains how this concept can help guide your investing decisions.
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Investing
June 11, 2024
Is Now the Time to Invest in India?
Forecasters predict India's GDP will double by 2031. Chief Investment Officer Kevin Grogan discusses whether to invest more in countries poised for greater economic growth.
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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
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 25, 2023
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.
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Retirement
May 16, 2023
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 Focus’s deep dive approach.
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For Parents
May 07, 2023
Legacy Series: Threshold Questions For Familes
Threshold Questions will help you understand and frame the issues most important to you. This will enable you to work more effectively with your investment advisor to construct an asset allocation that works for you.
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Investing
March 28, 2023
U.S. vs. International Equity Portfolio Allocation
Chief Investment Officer Kevin Grogan shares the principles for determining an optimal equity allocation split, the cyclical nature of these investments, current valuations and the long-term forecast.
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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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