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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

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What Is ‘Premium’ In Investing and What Is The Difference Between Value and Growth Stocks?

It’s important to diversify, but when certain slices of the market underperform the rest, it can feel counter-intuitive. Kevin Grogan...
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How Are Small Businesses Fairing At This Stage Of The COVID-19 Pandemic?

Necessity is the mother of invention, and never was that truer than for small businesses weathering the COVID-19 pandemic. Hear...
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What Are Dividend Paying Stocks And Are They A Good Idea To Own?

With bonds paying so little interest and stocks enduring some historic bouts of ups-and-downs, once again we’re hearing about the...

What Has The Pandemic Taught Us About The Importance Of End-Of-Life Planning?

Talking to your loved ones about their end-of-life wishes can be scary for you and them! Irv Rothenberg shares why...
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How Do Negative Interest Rates Actually Work And What Do They Mean For Your Portfolio?

Interest rates are one of several economic indicators to ‘go negative’ during the COVID-19 pandemic. Blerina Hysi explains what that...
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What Do The Letters Given To Describe The Shape Of Our Economic Recovery Mean?

V-shaped, U-shaped, the dreaded L. Kevin Grogan describes what these letter-shaped labels mean when used in the financial media to...

What Impact Has COVID-19 Had On Global Nonprofits?

The global scope of the pandemic is unreal, and no one understands that more than the NPOs committed to providing...

What Are TIPS And What Is Happening In That Part Of The Fixed Income Market?

Treasury bonds are one of many different types of fixed income available. Find out what they do and how that...
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What Are Alternative Investments And Should I Own Them In My Portfolio?

True diversification means more than just owning stocks and bonds. Jared Kizer explains common alternative investments, and how incorporating them...
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What’s Happening In The Fixed Income Markets Right Now?

We’ve seen lots of volatility in the equity market, but what about Fixed Income investments? Blerina Hysi explains what’s happening...

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!

Meet your guests.

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.

Vince Crivello
Vince Crivello
Head of the Practice Management Group

As head of the Practice Management Group at Buckingham, Vince helps lead client experience design initiatives, oversee consulting and training programs, and provide key industry insights to advisors.

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.

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.

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.

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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.

Irv Rothenberg
Irv Rothenberg
Wealth Advisor

A wealth advisor 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.

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.

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.