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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

CARES Act unpacked - what's the scoop on RMDs for retirees?

CARES Act unpacked – what’s the scoop on RMDs for retirees?

The CARES Act waived the Required Minimum Distributions in 2020. Jeffrey Levine explains the provision, what retirees can expect, and...
CARES Act unpacked - what do I need to know about the unemployment provisions?

CARES Act unpacked – what do I need to know about the unemployment provisions?

Fallout from the pandemic has led to record unemployment. Whether it’s your first time filing or you’ve been here before,...
CARES Act unpacked - will I get a rebate check?

CARES Act unpacked – will I get a rebate check?

A big chunk of the $2 trillion economic stimulus package was earmarked for relief checks to millions of Americans. Curious...
How does the emotion of regret play into our investing decisions?

How does the emotion of regret play into our investing decisions?

Past experiences and emotions both influence current decision making. Dr. Meir Statman shares what we need to know about what...
What steps should my financial advisor be taking day-to-day when markets are this volatile?

What steps should my financial advisor be taking day-to-day when markets are this volatile?

It takes proactive steps to manage a long-term financial plan. Aaron Gray explains how advisors add value through rebalancing, tax...
What considerations should small-business owners make during this time?

What considerations should small-business owners make during this time?

The financial considerations of owning a business are complex on a good day. Throw in a global pandemic and relief...
Crashes, corrections, recessions and more. Can you define the market terms we hear everyday?

Crashes, corrections, recessions and more. Can you define the market terms we hear everyday?

If you’ve ever felt like you need an investment dictionary or acronym glossary to decipher the financial news, watch as...
What roles do hope and fear play in times of financial crisis?

What roles do hope and fear play in times of financial crisis?

Like flip sides of a coin, hope and fear both turn up when things are uncertain. Dr. Meir Statman provides...
Why should I buy conservative fixed income when rates are so low?

Why should I buy conservative fixed income when rates are so low?

Rates are super low around the world, but buying high quality fixed income still makes sense, says Jonathan Scheid. The...
So what if I'm afraid to rebalance?

So what if I’m afraid to rebalance?

Theoretically we get it—buy low, sell high. But what if the sheer thought of rebalancing your portfolio to preserve your...

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.

blerina_hysi
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.

michael_oneal
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.