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Reflecting a Spirit of Innovation and Creativity

Buckingham Advisors In the News

Articles, press releases, and media mentions featuring Buckingham Advisors


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.”

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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.

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Dayton Business Journal, April 27, 2022

Christina Israel has joined Buckingham Advisors as Financial Planner based in the company’s Dayton office.

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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?

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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.”

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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.

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WBNS 10TV, March 18, 2022

Learn how donating to Ukraine charities can impact your taxes in Jessica Distel’s television interview with Clay Gordon on WBNS 10TV.

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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.”

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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.

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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.

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Business Insider, February 1, 2022

Brad Gregory was quoted in an article titled “Here's What to Know About the Bitcoin-linked ETFs That Have Been Slowly Making Their Way to the Market” that appeared 2/1/22 in Business Insider.

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Insider, January 21, 2022

Valerie Harman comments on important things to consider in this article titled “Required Minimum Distributions (RMDs) are Important to Consider When Planning for Retirement" that appeared in the Insider.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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The Street, November 5, 2021

Brad Gregory comments on panic buying trends in this article titled “Are Pandemic-Driven Panic Buying Stocks Suddenly Passe?” that appeared in TheStreet.

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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.

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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.

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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.”

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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.”

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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.”

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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.

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GOBankingRates, October 12, 2021

Ryan Johnson was quoted in this article titled “Concerned About Stagflation? Maintain Your Investment Portfolio With These Tips.”

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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.

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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.

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GOBankingRates, September 9, 2021

Valerie Harman provides insights on identifying specific savings goals in this article titled “How To Rebuild Your Savings If You Spent It All on a Down Payment” that appeared in GOBankingRates.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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. 

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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.

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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.

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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.

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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.

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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.

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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.

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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.”

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GOBankingRates, March 10, 2021

Ryan Johnson provides insightful comments in this article titled, “The Unexpected Financial Impacts of COVID-19.”

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Kiplinger, February 22, 2021

Read Ryan Johnson’s comments in this article on “11 Defensive Stocks to Buy Now for Harder Times Later.”

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GOBankingRates, February 19, 2021

Read Erin Alderson’s comments in this article titled, “Made a Mistake on Your Taxes? What You Should Do Now.”

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GOBankingRates, January 28, 2021

Read comments by Marla Chambers in this article on “7 Money Moves To Make When Starting a New Job.”

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Fatherly, January 26, 2021

Marla Chambers discusses refinancing your mortgage in this article on “Rates Are Still Incredibly Low. Should You Refinance Your Mortgage?”

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US News & World Report, January 20, 2021

Nicole Strbich was quoted in this article on “The Pros and Cons of Retiring at Age 50.”

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Opto Trading Intelligence, January 19, 2021

Read Ryan Johnson’s comments in this article on “Why are emerging markets tipped to outperform in 2021?”

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PlanAdviser, January 12, 2021

Jessica Distel was quoted in the article titled, “Latest Relief Package Extends Provisions for Small Business Employers."

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US News & World Report, January 8, 2021

Read Nicole Strbich’s comments in the article “Should Advisors Offer Tax and Other Services?”

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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.

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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."

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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.”

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GOBankingRates, November 17, 2020

Nicole Strbich was quoted in “12 COVID-Proof Money Tips from Financial Planners.”

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Dayton Business Journal, November 12, 2020

Read Emily Cozad’s expert insights in this interview.

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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.”

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PLANSPONSOR, October 15, 2020

Ryan Johnson discusses options strategies and alternatives in this article on “Why Alternative Assets Make Sense for 401(k) Plans.”

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Forbes, Oct. 11, 2020

Brad Griffith was quoted in "Parents: Teach Your Children (to Retire) Well".

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Fiduciary News, Oct. 6, 2020

Read Brad Griffiths comment in "401(k) Plan Sponsors and Fiduciaries Should Use This Innovative Approach to Employee Education".

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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.

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Bankrate, Sept. 23, 2020

Ryan Johnson was quoted in “Growth Investing vs Value Investing: Which is Better in Today’s Environment?”

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CNBC, August 8, 2019

Read Nicole Strbich's comments in the article, "In Your 50's? How to Get Serious About Planning for Retirement."

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Dayton Business Journal, July 19, 2019

Jackie McGuire, CPA, joins Buckingham as Client Service Manager of Business Services Team.

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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.

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Dayton Daily News, April 7, 2019

Buckingham Advisors combine services and announce new name.

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Dayton Chamber of Commerce, March 28, 2019

Member Spotlight: Buckingham Advisors combine services and announce new name.

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Dayton Business Journal, March 27, 2019

Companies on the Move: Buckingham Advisors combine services and announce new name.

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Dayton Business Journal, March 27, 2019

Buckingham's employees exceed expectations, making the firm a Best Place to Work.

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Dayton Daily News, March 17, 2019

Brad Griffith, CRPC, MSA has been named Financial Planner.

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Dayton Daily News, February 24, 2019

Lance Steiner received designation as a Certified Financial Planner.

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Dayton Daily News, February 10, 2019

Valerie L. Harman, CPA, received designation as a Certified Financial Planner.

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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"

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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."

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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’".

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The Street, July 9, 2018

Read Nicole Strbich’s comments in “How to Take a Mini-Retirement Without Delaying Your Full Retirement”.

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CNBC, June 18, 2018

Reporter Sarah O’Brien quotes Nicole Strbich in “How to Get Serious in Your 50s About Planning For Retirement”.

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Forbes, May 31, 2018

Nicole Strbich was quoted in the article, “9 Things to Consider Before Buying a Vacation Home”.

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