Ask Buckingham: Recent Episodes
Buckingham Wealth Partners
You’re not alone if the pace of news about money, markets, and life is leaving you with more questions than answers. This new video series is designed to provide simple, straight-forward answers to your most pressing financial questions. No stage, no sound bites—just short, straight answers from the experienced thought leaders that guide Buckingham’s research, education, investment and financial planning efforts. From our homes to yours, we hope these conversations provide a source of comfort and clarity in the days ahead.
Kevin Grogan, managing director of investment strategy for Buckingham Wealth Partners explains the dissonance between a faster than expected market recovery leading to market challenge. We cut through the headlines to talk about why the stock market is going down when the economy is heating up!
Chief Investment Officer Jared Kizer and Tim Maurer break down cryptocurrency, Bitcoin, blockchain and all of the currencies that seem to be getting so much attention in the investment landscape. Learn how they differ from a traditional centrally managed currency and how they may play a part in an investment plan.
Chief Investment Officer Jared Kizer and Tim Maurer discuss the similarities and differences between ETFs and mutual funds. While they stack up fairly equally along diversification and tax efficiency, there are very different strategies you can employ in both structures.
"A bunch of kids on social media blew up some big Wall Street types with GameStop stock." We’re talking about this David and Goliath story and what it means for evidence-based investors. Hint: not much!
Kevin Grogan explains the origon of Real Estate Investment Trusts and what role they can play in diversifiying your portfolio.
Unemployment, lower projected profits, pandemic woes--despite all this news, Kevn Grogan explains why the market is doing well--and provides perspective on how to think about market movement.
Long-term disability income insurance can be an important part of a financial plan and an overall risk-management strategy. But who needs it? Brant Steck explains.
Brant Steck provides clarity on what Long Term Care Insurance is and who is best suited for this often-talked-about but not often understood insurance coverage.
Does the pandemic change our contribution strategy for 401(k)s or IRAs? Kristen Donovan explains what savers should keep in mind.
Attorney Cheri Dorsey continues our series on estate planning basics, defining the role advanced directive plays in our overall healthcare and estate plans.
Attorney Cheri Dorsey continues our series on estate planning basics, defining the role a power of attorney plays in our estate planning decisions.
Attorney Cheri Dorsey continues our series on estate planning basics, discussing the importance of will and who should have one.
A variety of factors should be considered when purchasing life insurance, and never is that truer than in today's economic and healthcare landscape. Hear from Brant Steck what the new normal for life insurance will be.
Are we our own worst enemy when it comes to money decisions? Financial psychologist Dr. Moira Somers explains.
One silver lining of our current crisis is that it’s bringing our attention back to some important areas of life, and conversations around estate planning are crucial. Cheri Dorsey explains why.
Individual securities, bond funds, ladders—approaches to buying fixed income are varied. Blerina Hysi explains the options and the pros and cons of each.
It’s important to diversify, but when certain slices of the market underperform the rest, it can feel counter-intuitive. Kevin Grogan explains how investors should think about the difference between value and growth stocks.
Necessity is the mother of invention, and never was that truer than for small businesses weathering the COVID-19 pandemic. Hear from one who turned disruption into opportunity.
With bonds paying so little interest and stocks enduring some historic bouts of ups-and-downs, once again we’re hearing about the supposed virtues of “Dividend Paying Stocks.” Kevin Grogan explains the pros and cons.
Talking to your loved ones about their end-of-life wishes can be scary for you and them! Irv Rothenberg shares why these awkward conversations can be essential starting points for ensuring a long lasting-legacy.
Interest rates are one of several economic indicators to ‘go negative’ during the COVID-19 pandemic. Blerina Hysi explains what that means to our economy and our portfolios.
V-shaped, U-shaped, the dreaded L. Kevin Grogan describes what these letter-shaped labels mean when used in the financial media to describe the various scenarios of an eventual economic recovery.
The global scope of the pandemic is unreal, and no one understands that more than the NPOs committed to providing healthcare around the world. Hear how you can make a difference from Michael O’Neal from One World Health.
Treasury bonds are one of many different types of fixed income available. Find out what they do and how that particular investment vehicle is responding to today’s market environment.
True diversification means more than just owning stocks and bonds. Jared Kizer explains common alternative investments, and how incorporating them can impact your overall allocation strategy.
We’ve seen lots of volatility in the equity market, but what about Fixed Income investments? Blerina Hysi explains what’s happening and what it might meant for your portfolio.
Another week, another head scratcher. News of the price of oil going negative has sparked questions about what negative trading means for investors and consumers. Jared Kizer explains what we need to know.
Learn from Larry Swedroe what history’s previous downturns can teach us about the current economic crisis, and how those lessons should influence our behavior in today’s uncertain financial climate.
What stimulus tools are at the disposal of the federal government, and how might they continue to trigger growth in our economy? Larry Swedroe explains the impact of both common and lesser-known relief measures.
Behaviorist Dr. Meir Statman unpacks what we each can do to prepare our minds and our hearts for what’s ahead as together the world navigates the unusual and often unforgiving waters of the global coronavirus pandemic.
Larry Swedroe explains the cyclical nature of market declines and rebounds, and why a financial plan that incorporates that expectation can better withstand expected losses and capture eventual returns.
Unprecedented times yield unprecedented behavior, in markets and in people. Kevin Grogan shares his views on the market impact of this global health crisis and his tips on being savvy when it comes to reading headlines.