We know the ongoing coverage of the election and recent pandemic news has kept us on the edge of our seats. To help you process what’s on your mind, we hosted a Post-Election Webcast. The webcast featured a discussion with two of Buckingham’s most prominent leaders in wealth management — Jeffrey Levine CPA/PFS, CFP®, Director of Advanced Planning and Kevin Grogan, CFA, CFP®, Managing Director of Investment Strategy — moderated by Chief Client Officer David Levin. The conversation touched on the economic environment, what we’re looking out for, and answered questions submitted from participants on what this all may mean for their financial plans.
You can watch a replay of that webcast here.
Regardless of how things unfold, it is important to remember your financial plan was built to account for unexpected events — including an unprecedented presidential election or global pandemic. Your plan is informed by decades of academic evidence and behavioral finance theory — evidence that has incorporated the outcome of dozens of political, financial and world events. It’s designed to weather the ups and downs that inevitably follow significant happenings like this.
However, we know in the wake of an historic election, amongst a continuing pandemic and potential market volatility, you have questions and uncertainty about what to do next. We’re here to support you through all of it. Our advisors are taking the pulse of the current climate, prepared to answer your questions and ease your uncertainty, while helping you stay disciplined and stick with your plan.
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The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.
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