As Buckingham advisors help clients plan for retirement, they have to make assumptions about expected returns on stocks and bonds. In this edition of Buckingham Weekly Perspectives, Managing Director of Investment Strategy Kevin Grogan shares how we use capital market assumptions in our overall planning process, the means in which we come up with these expectations and the difference between bond and stock valuations.
Kevin Grogan, CFA, CFP®
Kevin Grogan is Chief Investment Officer for Buckingham Wealth Partners, which is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. And while it sounds like his job is all about the numbers, what he likes most about his role is the opportunity for him to collaborate every day with advisors, clients and prospects, helping others better understand the complicated concepts that will have a tangible effect on their financial lives. He is a member of the firm’s Investment Policy Committee and helps lead the firm’s investment strategy, portfolio management and fixed income teams.