Ask Buckingham:

Straight Answers to Your Financial Questions

A New Financial Video Series

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.

Latest Videos

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How Can I Make the Most of the Recent Stock Market Rebound?

Buckingham Chief Investment Officer Jared Kizer, CFA provides perspective on the scope of the hot streak and each “slice” of...

How Could Inflation Impact My Investment Portfolio?

Inflation seems to be on the tip of everyone’s tongue. In our latest Ask Buckingham we break down what’s going...
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Why Is The Stock Market Going Down When The Economy Is Heating Up?

Kevin Grogan, managing director of investment strategy for Buckingham Wealth Partners explains the dissonance between a faster than expected market...
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What Do I Need To Know About Bitcoin?

Chief Investment Officer Jared Kizer and Tim Maurer break down cryptocurrency, Bitcoin, blockchain and all of the currencies that seem...
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Which Is Better: ETFs Or Regular Mutual Funds?

Chief Investment Officer Jared Kizer and Tim Maurer discuss the similarities and differences between ETFs and mutual funds. While they...
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What Does the GameStop Debacle Mean For My Investment Strategy?

“A bunch of kids on social media blew up some big Wall Street types with GameStop stock.” We’re talking about...
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How Will The Newly Signed Covid Stimulus Bill Impact Me?

Buckingham’s Tim Maurer and Director of Advanced Planning Jeffery Levine have a lively discussion about the latest Coronavirus Stimulus 2.0...
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Is There Any Danger To This Tendency Towards Compartmentalization In Our Investing?

We all tend to create “mental accounting” rules about how we will spend and save. These rules can give us...
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What Impact Do Natural Disasters Have On My Investment Plan?

2020 seems to have brought on an especially heavy dose of hurricanes, tornadoes, earthquakes and fires. How do natural disasters...
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Should I Change My Investment Plan Ahead Of The Election?

Jared Kizer talks election year markets and what you may be able to expect for your investment plans.

Ask us a question for a video.

Our hope is that in giving you straight answers to some questions weighing on your mind, you’ll be able to apply that knowledge in pursuit of good decision-making. If there is a topic you’d like us to address in a future video, share your idea with us!

Featured Guests

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Cheri Dorsey
Co-Founder & Owner of Sessa & Dorsey, LLC

Cheri is the co-founder and owner of Sessa & Dorsey, LLC, an estates and trusts boutique law firm practice.

Mike Kenneally
Vice President & Co-Founder at ECD Lacrosse

Mike Kenneally is vice-president and co-founder of East Coast Dyes Lacrosse, a small lacrosse equipment manufacturing company in Maryland.

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Michael O'Neal
Executive Director at OneWorld Health

Michael is the executive director of the global nonprofit One World Health, which partners with communities in developing countries to bring permanent, sustainable healthcare to the chronically underserved.

Moira Somers
Dr. Moira Somers, Ph.D, C.Psych
Neuropsychologist, Professor and Executive Coach

A neuropsychologist, Moira specializes in the growing new field of financial psychology.

Meir Statman
Meir Statman, PhD
Research Advisor

Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University. His research focuses on how investors and money managers make financial decisions and how these decisions are reflected in financial markets.

Brant Steck, CFP®
Brant Steck, CFP®
Risk Management Consultant, First Element Insurance Partners

Brant is a Risk Management Consultant at First Element Insurance Partners.

Featured Associates

Tom Bodin
Tom Bodin
Practice Integration Officer

As a Practice Integration Officer at Buckingham, Tom Bodin provides fractional CFO services to align wealth creation strategies for owners of legal, dental, and medical offices including tax, pension and retirement planning.

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Kristen Donovan, QKA, CFPA, AIF®, QKA, CFPA, AIF®
Director of Retirement Plan Solutions

As the Director of Retirement Plan Solutions, Kristen brings more than 25 years of experience to helping business owners and savers make smart retirement decisions.

Aaron Grey
Aaron Grey
Director of Planning Integration

As the director of planning integration at Buckingham, Aaron helps advisors develop, implement, monitor and update wealth management strategies in pursuit of their clients’ financial goals.

Kevin Grogan
Kevin Grogan
Managing Director, Investment Strategy

Guided by academic research, Kevin Grogan, Director of Investment Strategy, oversees our overall strategy and helps clients and advisors alike distill complex investing topics. 

Jared Hoffman
Jared Hoffman
Managing Director, Relationship Management

As Managing Director at Buckingham, Jared provides education on best practices around cybersecurity. He is a member of Infraguard, a partnership between the FBI and public sector created to share information on cybercrime.

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Blerina Hysi
Fixed Income Trading Manager

As fixed income trading manager, Blerina helps construct and maintain customized bond portfolios, all with an eye toward finding the best way to implement the client’s comprehensive financial plan.

Jared Kizer, CFA
Chief Investment Officer

As Chief Investment Officer and chair of the firm’s Investment Policy Committee, Jared evaluates findings from academic research and applies that learning to architect the firm’s investment strategy.

Jeffrey Levine
Jeffrey Levine
Director of Advanced Planning

As Director of Advanced Planning, Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies.

Irv Rothenberg
Irv Rothenberg
Wealth Advisor (Retired)

A Buckingham wealth advisor (retired) with more than 40 years’ experience, Irv’s passion is helping advisors and their clients create meaningful conversations around important end of life issues.

Jonathan Scheid
Jonathan Scheid, CFA, AIF
Managing Director, Solutions

With over 20 years of experience working with advisors and their clients, Jonathan enjoys sharing interesting perspectives on a wide range of investment and economic topics.

Susan Strasbaugh
Susan Strasbaugh
Wealth Advisor

As part of a firm of fiduciary, fee-only wealth advisors, Susan takes a total-care approach to identifying, organizing, planning, implementing and coordinating clients’ most important financial goals.

Larry Swedroe
Larry Swedroe
Chief Research Officer

As Chief Research Officer, Larry Swedroe has authored or co-authored 16 financial books and devotes all of his time to research and education in the areas of investing, financial planning and behavioral finance.