In this edition of Buckingham Weekly Perspectives, Chief Investment Officer Kevin Grogan shares three easy financial resolutions to keep your bank account happy and protect your heirs in 2023 and beyond.

Kevin Grogan

Kevin Grogan, CFA, CFP®

Chief Investment Officer

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.