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

Kevin Grogan, CFA, CFP®

Chief Investment Officer

Guided by academic research, Kevin Grogan, Chief Investment Officer, oversees our overall strategy and helps clients and advisors alike distill complex investing topics.