08.21.2024
What’s Driving Recent Market Volatility?
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains why a recent jobs report has stirred markets. Watch the Video
08.21.2024
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains why a recent jobs report has stirred markets. Watch the Video
08.12.2024
The Social Security Administration is changing their log-in procedure in September. Everyone who signed up for a mySecurity account before September 2021 will need to log onto their accounts and switch to a Login.gov account. Read the Post
07.11.2024
Quarterly Outlook: Inflation Eases, Recession Risk Falls Read the Report
07.10.2024
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains what an inverted yield curve is and the implications for both stock and bond markets. Watch the Video
07.05.2024
Many individuals approaching retirement are struggling with the question, “Am I ready to retire or should I continue working?” Wealth Advisor Bethany Ketron shares key points to consider when making this important decision. Read Article
06.13.2024
Inflation has been a significant topic in 2024, as markets continue to try to get a read on the economic data and what it may imply for future changes in monetary policy by the Federal Reserve. Read the Commentary
05.02.2024
This month’s commentary will provide perspective on six market topics: U.S. vs International equity performance, the Magnificent Seven, Monetary Policy, Economic Growth, Inflation and Jobs. Read the Commentary
03.11.2024
During presidential election years, a question that often comes up is how do markets fare when a Democrat versus a Republican controls the White House? Watch the Video
03.11.2024
Now that the stock market has recently hit an all-time high, is it time to consider selling? In this week’s Buckingham Perspectives, Chief Investment Officer Kevin Grogan offers some valuable considerations when making changes to your portfolio during market highs. Watch the Video
02.16.2024
Buckingham’s commentary on the SEC’s recent, “begrudgingly” approval of bitcoin ETFs. Read Commentary
01.09.2024
At their December 13 meeting, Federal Reserve policymakers sent a stronger signal that they will be cutting the fed funds target range from its current level of 5.25%-5.50%. The Federal Open Market Committee’s Summary of Economic Projections median estimate was for three 0.25% rate cuts over the course of this year, bringing the target range to 4.50%-4.75%. […]
01.04.2024
Should investors worry about rising geopolitical risks? Read Article
01.04.2024
The Investment Policy Committee (IPC) of Buckingham was established as the primary authority charged with developing and setting investment policies for the firm. The IPC determines, approves, reviews and documents all investment policy activities undertaken by Buckingham in an effort to meet both the current and future needs of our clients and deliver a better […]
12.09.2023
A reflection on the material changes we’ve seen in capital markets over the past 18 months and how those changes may affect the financial plans of clients. The shift in interest rates has resulted in changes to our forward-looking expected returns on stocks, bonds and alternatives. Read Commentary
11.14.2023
As we watch the conflict in the Middle East unfold with a sense of concern for all the individuals impacted, investors also have questions about the potential impact on financial markets. In this episode of Buckingham Perspectives, Head of Investment Research Jared Kizer, CFA addresses investors’ concerns about geopolitical risks and shares insights on making portfolio adjustments […]
10.06.2023
In this episode of Buckingham Weekly Perspectives, Head of Investment Research 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. Watch the Video