In the News
Thrive Global, June 23, 2021
Jessica Beam DeBold was interviewed by Thrive Global as part of their series about “individuals and organizations making an important social impact.” Read how Jessica is making a difference in her community.
US News & World Report, July 20, 2021
Read Jessica Distel’s comments about financial ratios and balance sheets in this article titled, “What is a Balance Sheet?” that appeared in US News & World Report.
Valuation Review, July 19, 2021
Jeff Groezinger discusses where markets and businesses stand following the 2020 pandemic in an article that appeared in Valuation Review.
US News & World Report, July 14, 2021
Brad Griffith comments on 403(b) plans in this article titled “What Is a 403(b)?” that appeared in US News & World Report.
US News & World Report, July 13, 2021
Read Ryan Johnson’s comments in this article titled “How to Build an Investment Portfolio” that appeared in US News & World Report.
Authority Magazine, June 23, 2021
Authority Magazine interviewed Jessica Beam DeBold for its series on Social Impact Heroes. This series focuses on people who are helping to change our world. Read about how Jessica is making an important social impact.
Authority Magazine, June 23, 2021
In this video, Jessica Beam DeBold talks about the “5 Things I Wish Someone Told Me When I First Started” that appeared in Authority Magazine.
Forbes Advisor, June 23, 2021
Ryan Johnson provides comments on low interest rates and the impact on bonds in this article titled “What Happens When The Fed Cuts Interest Rates?” that appeared in Forbes Advisor.
AOL, June 22, 2021
Read Kristie Adams’ comments on investing in small businesses in this article titled “How To Invest in Small Businesses” that appeared in AOL.
Wilmington News Journal, June 18, 2021
Jessica Beam DeBold was pictured among people accepting a donation for Operation Cherrybend in this article titled “Honoring Operation Cherrybend” in the Wilmington News Journal. Operation Cherrybend hosts an annual retreat week for combat-wounded veterans, and Buckingham is a sponsor.
GOBankingRates, June 15, 2021
Kristie Adams provides insights on investing in small businesses in this article titled “How To Invest in Local Small Businesses” that appeared in GOBankingRates.
The Morning Journal, June 8, 2021
Buckingham Advisors announced they are sponsoring Operation Cherrybend this year in support of combat-wounded veterans, as they have since the organization was founded in 2015.
Real Estate Weekly, March 19, 2021
Jessica Distel provides comments on maximizing tax benefits in this article titled, “Are you a tax-savvy homeowner? Maximize your tax write-offs by following these tips” that appeared in Real Estate Weekly.
PLANSPONSOR, May 18, 2021
Read Brad Griffith’s comments on what distributions can do to a participant’s retirement account balance in this article titled “What a Year Without Retirement Savings Can Do to Participant Outcomes” that appeared in PLANSPONSOR.
US News & World Report, May 12, 2021
Ryan P. Johnson provides insights on alternative investment funds in this article titled, “7 High Return, Low Risk Investments for Retirees” that appeared in US News & World Report.
Thrive Global, April 21, 2021
In this interview published by Thrive Global, Jay Buckingham, founder and CEO of Buckingham Advisors, says one key to his success has been to communicate and listen to the client. When becoming an entrepreneur, the first thing is not only learning to delegate but learning to walk away from that delegating and let the person do their job.
US News & World Report, April 14, 2021
Ryan P. Johnson provides comments on top picks for individual cyclical stocks in this article about “7 Cyclical Stocks to Buy Now” that appeared in US News & World Report.
Authority Magazine, April 13, 2021
Authority Magazine interviewed Jay Buckingham, founder and CEO of Buckingham Advisors, for its series called “How To Successfully Ride The Emotional Highs & Lows Of Being An Entrepreneur.” Being a founder, entrepreneur and business owner, Jay has seen a lot of ups and downs over the past 34 years. In the early days, he knocked on doors and used a converted attic as his office. Today, he and his team provide professional financial planning, investment management, tax strategy/preparation, and business services for clients in Ohio and beyond.
Authority Magazine, April 13, 2021
Check out this video of Jay Buckingham talking about the “5 Things I Wish Someone Told Me Before I Became the CEO” for Authority Magazine.
US News & World Report, March 26, 2021
Read Ryan P. Johnson's insightful comments in this article titled “3 Cheap REITs to Buy for an Economic Recovery” that appeared in US News & World Report.
US News & World Report, March 17, 2021
Read Janet Steinke’s comments on drafting a retirement budget in this article on “How to Create a Retirement Budget.”
GOBankingRates, March 10, 2021
Ryan Johnson provides insightful comments in this article titled, “The Unexpected Financial Impacts of COVID-19.”
Dayton Business Journal, March 4, 2021
Carly Lindstrom has joined Buckingham Advisors as a Wealth Advisor. Learn more about Carly in this article.
Kiplinger, February 22, 2021
Read Ryan Johnson’s comments in this article on “11 Defensive Stocks to Buy Now for Harder Times Later.”
GOBankingRates, February 19, 2021
Read Erin Alderson’s comments in this article titled, “Made a Mistake on Your Taxes? What You Should Do Now.”
GOBankingRates, February 11, 2021
Jackie M. McGuire provided insights in this article on “Filing Taxes Will Be Different This Year – Here’s How To Make It Easier.”
GOBankingRates, January 28, 2021
Read comments by Marla Chambers in this article on “7 Money Moves To Make When Starting a New Job.”
Fatherly, January 26, 2021
Marla Chambers discusses refinancing your mortgage in this article on “Rates Are Still Incredibly Low. Should You Refinance Your Mortgage?”
US News & World Report, January 20, 2021
Nicole Strbich was quoted in this article on “The Pros and Cons of Retiring at Age 50.”
Opto Trading Intelligence, January 19, 2021
Read Ryan Johnson’s comments in this article on “Why are emerging markets tipped to outperform in 2021?”
PlanAdviser, January 12, 2021
Jessica Distel was quoted in the article titled, “Latest Relief Package Extends Provisions for Small Business Employers."
US News & World Report, January 8, 2021
Read Nicole Strbich’s comments in the article “Should Advisors Offer Tax and Other Services?”
Yahoo Finance, January 5, 2021
Buckingham Advisors announced a three-part webinar series focused on financial considerations, current trends, impact on financial markets, the new Biden Administration, and the government’s latest relief package.
US News and World Report, December 4, 2020
Ryan Johnson discusses emerging market stocks in this article on “10 of the Best Emerging Market Stocks to Buy."
NerdWallet, November 25, 2020
Read Ryan Johnson’s comments on using raises or bonuses as opportunities to increase your retirement savings in this article on “‘Better Late Than Never’ Applies to Retirement Investing, Too.”
GOBankingRates, November 17, 2020
Nicole Strbich was quoted in “12 COVID-Proof Money Tips from Financial Planners.”
Forbes Advisor, October 29, 2020
Read Jessica Beam DeBold’s comments in the article, “If Joe Biden Wins, Get Ready For A Big Battle Over Tax Policy.”
The Wall Street Journal, October 19, 2020
Nicole Strbich provides expert commentary on college financial planning during the pandemic and economic uncertainty in “How Covid-19 Has Changed the Way People Should Save for College.”
PLANSPONSOR, October 15, 2020
Ryan Johnson discusses options strategies and alternatives in this article on “Why Alternative Assets Make Sense for 401(k) Plans.”
Fiduciary News, Oct. 6, 2020
Read Brad Griffiths comment in "401(k) Plan Sponsors and Fiduciaries Should Use This Innovative Approach to Employee Education".
NAPFA Playbook 2020, Sept. 30, 2020
Nicole Strbich participated on a panel of advisors who addressed the National Association of Personal Financial Advisors (NAPFA) on the topic of good client communications.
Bankrate, Sept. 23, 2020
Ryan Johnson was quoted in “Growth Investing vs Value Investing: Which is Better in Today’s Environment?”
CNBC, August 8, 2019
Read Nicole Strbich's comments in the article, "In Your 50's? How to Get Serious About Planning for Retirement."
Dayton Business Journal, July 19, 2019
Jackie McGuire, CPA, joins Buckingham as Client Service Manager of Business Services Team.
Dayton Daily News, April 7, 2019
Buckingham Advisors combine services and announce new name.
Dayton Chamber of Commerce, March 28, 2019
Member Spotlight: Buckingham Advisors combine services and announce new name.
Dayton Business Journal, March 27, 2019
Companies on the Move: Buckingham Advisors combine services and announce new name.
Dayton Business Journal, March 27, 2019
Buckingham's employees exceed expectations, making the firm a Best Place to Work.
Dayton Daily News, February 24, 2019
Lance Steiner received designation as a Certified Financial Planner.
Dayton Daily News, February 10, 2019
Valerie L. Harman, CPA, received designation as a Certified Financial Planner.
Dayton Business Journal, February 1, 2019
Read Jessica Distel's comments on startups and entrepreneurial endeavors in "Dayton Accounting Firms Weigh In on Clients' Growing Industries"
Dayton Business Journal, January 23, 2019
Linda Parenti gives expert advice on asset allocation in this article on "Financial Advice From Dayton-Area Planners and Account Managers."
CNBC, Aug. 21, 2018
See what Nicole Strbich has to say about debt in the article "Here’s How to Know if You Have ‘Good Debt’ or ‘Bad Debt’".
The Street, July 9, 2018
Read Nicole Strbich’s comments in “How to Take a Mini-Retirement Without Delaying Your Full Retirement”.
CNBC, June 18, 2018
Reporter Sarah O’Brien quotes Nicole Strbich in “How to Get Serious in Your 50s About Planning For Retirement”.
Forbes, May 31, 2018
Nicole Strbich was quoted in the article, “9 Things to Consider Before Buying a Vacation Home”.