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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


What Are Real Estate Investment Trusts (REITS)?

Kevin Grogan explains the origin of Real Estate Investment Trusts and what role they can play in diversifying your portfolio.

Why Is The Stock Market Doing So Well In The Face Of So Much Poor Economic News?

Unemployment, lower projected profits, pandemic woes–despite all this news, Kevin Grogan explains why the market is doing well–and provides perspective...

What Is Long-Term Disability Income Insurance, And How Do I Know If I Need It?

Long-term disability income insurance can be an important part of a financial plan and an overall risk-management strategy. But who...

What Is Long Term Care Insurance And How Do I Know If I Need It?

Brant Steck provides clarity on what Long Term Care Insurance is and who is best suited for this often-talked-about but...

What Does COVID-19 Mean For My Employer-Sponsored Retirement Plan?

Does the pandemic change our contribution strategy for 401(k)s or IRAs? Kristen Donovan explains what savers should keep in mind.

What Is A Medical Power Of Attorney And What Does It Do?

Attorney Cheri Dorsey continues our series on estate planning basics, defining the role advanced directive plays in our overall healthcare...

What Is A Financial Power Of Attorney And What Does It Do?

Attorney Cheri Dorsey continues our series on estate planning basics, defining the role a power of attorney plays in our...

Estate Planning Basics: What Is a Will and Who Should Have One?

Attorney Cheri Dorsey continues our series on estate planning basics, discussing the importance of will and who should have one.

How Has The Combination Of COVID-19 And Low Interest Rates Changed How I Think About Life Insurance?

A variety of factors should be considered when purchasing life insurance, and never is that truer than in today’s economic...

What Makes It So Hard To Follow Even The Most Basic Financial Advice?

Are we our own worst enemy when it comes to money decisions? Financial psychologist Dr. Moira Somers explains.   Check...

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

cheri dorsey
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.

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.

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.

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.