Buckingham Advisors In the News
Articles, press releases, and media mentions featuring Buckingham Advisors
GOBankingRates, March 13, 2023
Ryan Johnson, Managing Director of Investments, comments on the importance of looking for higher sources of return on cash in this article in GOBankingRates titled, “Wealthy Banking Clients Are Moving Money to Treasury's and Money Market Funds: Should You?”
Forbes Advisor, March 8, 2023
Ryan Johnson, Managing Director of Investments, discusses the benefits of comparing stock charts in this article in Forbes Advisor titled “How To Read Stock Charts.”
CBS MoneyWatch, February 24, 2023
Marla Chambers, Senior Financial Planner, gives tips for taxpayers receiving Social Security benefits in this article in CBS MoneyWatch titled “Do you pay taxes on Social Security benefits?”
GOBankingRates, February 15, 2023
In light of IRS tax return changes, Lisa Wood, Director of Tax, provides tips for millennials and Gen Zers filing taxes this year in a GOBankingRates article titled “5 Ways 2023 Tax Changes Affect Gen Z and Millennials.”
Dayton Business Journal, February 15, 2023
Tracy E. Travis, CES, CEPA, has earned the Certified Exit Planning Advisor (CEPA) credential. This is a unique designation for financial professionals who advise business owners on how to sell or transition their business successfully, referred to as ‘exit planning’.
Nasdaq, February 14, 2023
Ryan Johnson, Managing Director of Investments, comments on the value of Buckingham managing clients’ portfolios instead of using model portfolios in this Nasdaq article titled “Why Some Advisors Refuse to Use Model Portfolios.”
US News & World Report, February 13, 2023
Ryan Johnson, Managing Director of Investments, provides insights on the characteristics of stagflation-resistant companies in this article in US News & World Report titled “7 Best Stagflation Stocks to Buy in 2023.”
InvestmentNews, February 2, 2023
Ryan Johnson, Managing Director of Investments, explains the benefits of managing client portfolios in-house in this InvestmentNews article titled “Bucking the trend: Why some advisors refuse to outsource investment management.”
Forbes, January 23, 2023
Ryan Johnson, Managing Director of Investments, comments on dividend stocks and considerations for investment in this article titled “Best Dividend Stocks To Beat Inflation in 2023.”
GOBankingRates, January 13, 2023
Lisa Wood, Director of Tax, provides tips on filing taxes in this article titled “Had a Side Hustle in 2022? CPAs Advise To Take These Steps Now for Easy Tax Filing.”
Yahoo Finance, January 11, 2023
Our very own Nicole Strbich, Managing Director of Financial Planning, joined Rachelle Akuffo with Yahoo Finance Live, to discuss making the most of bonuses and unexpected income windfalls.Watch Interview & Read Transcript
Fortune, December 26, 2022
Marla Chambers, Senior Financial Planner, comments on contributing to employer-sponsored retirement accounts, standard and itemized deductions, selling losing investments to offset gains, and contributing to a 529 education savings plan in this article in Fortune Magazine titled “6 things to check off your tax to-do list before 2022 ends.”
Fortune , December 21, 2022
One of the most exciting times during the holiday season may be when your employer surprises you with a generous end-of-year bonus. What to do with it? Our very own Nicole Strbich, Managing Director of Financial Planning, has some ideas for you!
Dayton Business Journal, December 7, 2022
Michael Hays has been promoted to Financial Planner at Buckingham Advisors and is based in the company’s Dayton office.
International Business Times, November 20, 2022
Ryan Johnson, Managing Director of Investments, commented on the weakening housing sector in this article titled “Stocks, Bonds, Trade Sideways, On Mixed Economic And Earnings Data -- What's Next?”
Dayton Business Journal, November 17, 2022
Buckingham Advisors is celebrating their 35th anniversary. The article, Dayton CEO reflects on 35 years of changing lives, shares how they’re given back to their clients and the community.
Agility, November 15, 2022
Buckingham Advisors announced that they are celebrating their 35th corporate anniversary. In addition, the company announced an upcoming webinar that will recap 2022 and what may lie ahead in 2023 for the economy and markets.
Lightspeed, October 20, 2022
Jessica Distel, Managing Director of Business Services & Development, explains the differences between capital expenses and operating expenses in this article titled, “Accounting 101: What are Operating Expenses.”
GOBankingRates, October 14, 2022
Nicole Strbich, Director of Financial Planning, provides tips on smart ways to use credit cards in this article titled “4 Reasons You Need a Credit Card.”
Dayton Business Journal, October 14, 2022
Mitch Bodenmiller has joined Buckingham Advisors as Portfolio Manager & Research Analyst based in the company’s Dayton office.
Yahoo Finance, October 12, 2022
Buckingham Advisors announced an upcoming virtual event with Dr. Travis Parry to discuss Achieving Balance in our lives happening October 25, 2022.
US News & World Report, September 13, 2022
Emily Cozad, Portfolio Manager & Research Analyst, comments on energy stock investments and the potential for more focus on companies with renewables and electric vehicle exposure in this article titled “10 Best Energy Stocks to Buy in 2022.”
US News & World Report, September 8, 2022
Emily Cozad, Portfolio Manager & Research Analyst, provides insights on investing in oil and gas companies in this article titled “7 Best Oil and Gas Stocks to Buy Now.”
Yahoo! Finance, August 24, 2022
Buckingham Advisors announced that they were listed in Financial Advisor Magazine’s 2022 RIA Rankings, ranking 32nd in their asset class of 88 firms. Additionally, the firm announced an upcoming webinar for business owners, and Buckingham’s sponsorship again this year for Operation Cherrybend in support of combat-wounded veterans.
Forbes Advisor, August 29, 2022
Kristie Adams, CPA and regional director of tax and business services, provides comments on deducting employer-sponsored health insurance premiums on a pre-tax basis in this article titled, “When Can I Deduct Health Insurance Premiums On My Taxes?”
Yahoo! Finance, August 24, 2022
Buckingham Advisors announced that they were listed in Financial Advisor Magazine’s 2022 RIA Rankings, ranking 32nd in their asset class of 88 firms. Additionally, the firm announced an upcoming webinar for business owners, and Buckingham’s sponsorship again this year for Operation Cherrybend in support of combat-wounded veterans.
Columbus Business First, August 11, 2022
Buckingham Advisors is pleased to announce that Nicole Strbich, CFP®, CPWA®, EA, Ryan Johnson, CFA, CFP®, and Jessica Distel, CPA, MBA., have been named Managing Directors.
Family Wealth Report, August 3, 2022
Buckingham Advisors’ promotion of Nicole Strbich, CFP®, CPWA®, EA, Ryan Johnson, CFA, CFP®, and Jessica Distel, CPA, MBA to Managing Director status is the feature of this article that appeared in Family Wealth Report.
Yahoo! Finance, August 2, 2022
Buckingham Advisors has announced the promotion of tenured employees Nicole Strbich, CFP®, CPWA®, EA, Ryan Johnson, CFA, CFP®, and Jessica Distel, CPA, MBA. All three are now Managing Directors with the firm.
Dayton Business Journal, July 27, 2022
Buckingham Advisors announced Nicole Strbich, CFP®, CPWA®, EA, Ryan Johnson, CFA, CFP®, and Jessica Distel, CPA, MBA, have been named Managing Directors. Additional details can be found in the full article, "Financial Planning Firm to Continue Expansions Amid Leadership Changes."
Yahoo! Finance, June 9, 2022
Buckingham Advisors announced an upcoming webinar for small businesses on this question: Should your small business have a sponsored retirement plan? Additionally, Buckingham announced the addition of two new financial advisors to the team: Christina Israel and Melissa Mueller.
Wealth Management, May 6, 2022
Ryan Johnson, Director of Portfolio Management & Research, shares one of his favorite interview questions in this article titled “11 Revealing Interview Questions to Ask Potential Hires.”
Dayton Business Journal, May 5, 2022
Buckingham Advisors' Chief Financial Officer Jeff Groezinger and Senior Manager of Tax and Business Services Kristie Adams provide insights on how the company aids local businesses through financial planning.
Dayton Business Journal, April 27, 2022
Christina Israel has joined Buckingham Advisors as Financial Planner based in the company’s Dayton office.
Bankrate, April 15, 2022
Allen Thuma, Portfolio Manager & Research Analyst, provides comments on timing trades around earnings in this article titled “What is earnings season?
FinMasters, March 30, 2022
According to Jim Brown, the primary consideration when investing in sustainable and ethical companies is finding top leadership that is committed to the approach. Read Jim’s full comments in this article titled “14 Tips for Investing in Sustainable and Ethical Companies.”
WBNS 10TV, March 18, 2022
Jessica Distel comments on how to safely donate to Ukraine charities in this television interview with Tracy Townsend on WBNS 10TV.
US News & World Report, March 3, 2022
Ryan Johnson, CFA, CFP®, Director of Portfolio Management and Research, comments on market volatility and rebalancing your portfolio in this article titled “Does Current Market Volatility Mean It's Time to Rebalance Your Portfolio?” that appeared in US News & World Report.
The New York Times, February 18, 2022
Nicole T. Strbich, CFP®, CPWA®, EA, Director of Financial Planning, is quoted in the New York Times discussing retirement strategies in this article titled “When You’re Tiptoeing Into Retirement, Take These Key Steps.”
WBNS 10TV, February 15, 2022
When can you do your own taxes, and when should you leave it to the pros? Jessica Distel, CPA, MBA, Director of Tax and Business Services has the answer in this television interview.
Dayton Business Journal, February 7, 2022
Jessica Distel comments on tax strategies in this article titled “More Financial advice for 2022 from Dayton’s finest” that appeared in the Dayton Business Journal.
Dayton Business Journal, January 20, 2022
Nicole Strbich comments on tax strategies in this article titled “Financial advice for 2022 from Dayton’s finest” that appeared in the Dayton Business Journal.
Dayton Business Journal, January 18, 2022
Jim Brown, CFA, MBA, has joined Buckingham Advisors as Senior Portfolio Manager & Research Analyst based in the company’s Dayton office. He holds an MBA, as well as the Chartered Financial Analyst® (CFA®) designation.
Capital.com, January 14, 2022
Jim Brown talks about industries that may benefit from a lifting of Covid-19 lockdowns in this article titled “Where to invest to benefit from lockdown lifts” that appeared in Capital.com.
Columbus Business First, January 14, 2022
Jim Brown, CFA, MBA, has joined Buckingham Advisors as Senior Portfolio Manager & Research Analyst based in the company’s Dayton office.
Agility, January 13, 2022
Buckingham Advisors announced that Jim Brown, CFA, MBA, has joined the firm as Senior Portfolio Manager & Research Analyst. Jim’s responsibilities will include managing client portfolios, participating in the equity review process, and providing stock recommendations.
Dayton Business Journal, December 22, 2021
Lisa Wood has joined Buckingham Advisors as Director of Tax based in the company’s Westerville office. She is a CPA with a Masters in Taxation.
Columbus Business First, December 21, 2021
Lisa Wood, CPA and MT, has joined Buckingham Advisors as Director of Tax based in the company’s Westerville office.
Agility, December 7, 2021
Buckingham Advisors announced that Lisa Wood, a CPA with a Masters in Taxation, has joined the firm as Director of Tax. She will be focused on bringing a variety of tax and consulting services to individuals and closely held businesses in Ohio and surrounding states.
US News & World Report, November 15, 2021
Allen Thuma comments on semiconductor stocks in this article titled “7 Best Semiconductor Stocks to Buy Now” that appeared in US News & World Report.
Talking Biz News, October 29, 2021
Ryan Johnson talks about inflation trends in an article titled “Inflation may be high but remains manageable” that appeared in Talking Biz News.
US News & World Report, October 29, 2021
Ryan Johnson comments on what’s next for the stock market in this article titled “Stock Market Outlook for Q4 2021” that appeared in US News & World Report.
NextAdvisor by TIME, October 27, 2021
Emily Cozad comments on index funds and expense ratios in this article titled “The 5 Best Index Funds with Low Expense Ratios You Can Invest in Right Now.”
US News & World Report, October 26, 2021
Ryan Johnson provides insights into Roth 401(k) contributions in this article titled “10 Long-Term Investing Strategies That Work.”
Business Insider, October 19, 2021
Ryan Johnson provides comments in this article titled “The Stagflation Threat: 6 Experts Debate Whether Concerns of Stagnating Growth and Hot Inflation are 'Overblown' or 'Should be Ringing Alarm Bells' — and Share How to Invest in Either Scenario.”
Yahoo! Finance, October 19, 2021
Buckingham Advisors announced that Brad Griffith achieved his National Social Security Advisor (NSSA) certification, and the firm will be hosting a two-part workshop on preparing an organized estate October 26 and November 2, 2021.
GOBankingRates, October 12, 2021
Ryan Johnson was quoted in this article titled “Concerned About Stagflation? Maintain Your Investment Portfolio With These Tips.”
WealthManagement.com, October 1, 2021
Ryan Johnson shared his favorite mnemonic in this article titled “Ten Favorite Mnemonics of Financial Advisors” that appeared in WealthManagement.com.
GOBankingRates, September 22, 2021
Allen Thuma comments on investing in stocks over real estate in this article titled “Investors’ Dilemma: Should You Sell Your Stock To Buy a Home?” that appeared in GOBankingRates.
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.
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.
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.
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.
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.
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.”
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, 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.”
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.
MarketWatch, June 29, 2019
Nicole Strbich provides insights on the educational benefit of learning to manage and count your money in this article titled “Monopoly doesn’t use cash anymore — that may teach kids some bad financial lessons” that appeared in MarketWatch.
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 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”.