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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.
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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...
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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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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...
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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...
Should I stay the course if I’m near retirement?

Should I stay the course if I’m near retirement?

For younger investors, time is on their side to capture the benefits of an eventual financial recovery. But what does...
I’m a new investor. What should I do?

I’m a new investor. What should I do?

Newer investors are experiencing their first big market decline. Kevin Grogan reminds us: just breathe, stay disciplined and stick to...
If the market is going to get worse before it gets better, shouldn’t I sell now?

If the market is going to get worse before it gets better, shouldn’t I sell now?

Selling when the markets are down may reduce your immediate worries, but how likely are you to know when to...
Why are markets so volatile and why have they reacted so negatively to COVID-19?

Why are markets so volatile and why have they reacted so negatively to COVID-19?

Watching the markets can feel like a dramatic spectator sport, and if it weren’t for the fact our own dollars...
What the heck is going on?

What the heck is going on?

Unprecedented times yield unprecedented behavior, in markets and in people. Kevin Grogan shares his views on the market impact of...

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.