Archive for the ‘Other Resources’ Category

How Do Election Years Affect Investing Behavior?

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

What to Do When the Market Hits All-Time Highs

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

February Buckingham Market Commentary

Buckingham’s commentary on the SEC’s recent, “begrudgingly” approval of bitcoin ETFs. Read Commentary

January 2024 Monthly Market Commentary from Buckingham

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%. […]

Quarterly Insights Winter 2024

Should investors worry about rising geopolitical risks? Read Article

Building Better Portfolios-Investment Policy Committee

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 […]

December 2023 Market Commentary

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

Perspective on the impact of geopolitical risks

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 […]

Government Shutdown Averted for Now

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

Quarterly Outlook Q3 2023: Recession Predictions Linger

Although many economists predict a recession for 2023, the economy continues to be resilient. Several factors are keeping the economy in expansion mode — the strong labor market, strong consumer and corporate balance sheets and the stabilizing housing market — despite significant headwinds. In our Quarterly Outlook, we cover what’s contributed to growth in stocks, […]

Celebrating Groundbreaking Research with Giants of Finance: Fama and French

It has been 30 years since Eugene Fama and Ken French published their paper proposing a three-factor model for stocks. Their research paved the way for the implementation of multifactor systematic investing. While these giants of finance can’t predict where the industry is headed next, they’ve played a critical role in changing how investors think […]

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