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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

How are the bond markets responding to the recent market volatility?

How are the bond markets responding to the recent market volatility?

It depends, says Jonathan. Not all bonds are created equal. Hear from Jonathan Scheid which sectors of the bond markets...
What if I've over estimated my tolerance for risk?

What if I’ve over estimated my tolerance for risk?

Ever over-fill your plate at the buffet? If you’re feeling like your eyes were bigger than your stomach when it...
What are the tax relief measures being taken and do I qualify?

What are the tax relief measures being taken and do I qualify?

Beyond a new filing deadline, several early measures were taken to ease the tax burden upon individuals and businesses impacted...
Are 'the economy' and 'the market' synonymous?

Are ‘the economy’ and ‘the market’ synonymous?

It’s all semantics. Or is it? Larry Swedroe explains the relationship between these often interchanged terms in an effort to...
The economic data like unemployment and productivity is looking bleak. How bad will it get?

The economic data like unemployment and productivity is looking bleak. How bad will it get?

It seems like each week brings a new set of miserable metrics. From unemployment stats to crazy oil prices and...
What role does perspective play in our ability to stay the course?

What role does perspective play in our ability to stay the course?

The right perspective can be a game changer when it comes to sticking to a plan. But it takes some...
The stock market seems to be getting all the attention. What else in my financial plan should I be thinking about right now?

The stock market seems to be getting all the attention. What else in my financial plan should I be thinking about right now?

Ask yourself: Am I still on track? Revisiting your plan can provide reassurance during uncertain time. Susan Strasbaugh addresses IRA...
How are you finding clarity in life beyond the financial plan?

How are you finding clarity in life beyond the financial plan?

The best antidote to fear can be to seek to seek solace in things that bring us comfort and joy....
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...

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.