November 02, 2022

Buckingham Weekly Perspectives | Capital Market Assumptions for Planning

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.

About the Author

Kevin Grogan

Managing Director of Investment Strategy

As managing director of investment strategy for Buckingham Strategic Wealth, Kevin conducts investment research and writes articles on a wide range of topics, including retirement planning and investment policy. Kevin co-authored "The Only Guide You’ll Ever Need for the Right Financial Plan" with Larry Swedroe and Tiya Lim. This step-by-step handbook focuses on the art of investing by providing investors with information they can use to build a tailor-made investment strategy. Kevin holds an MBA from Saint Louis University and a bachelor’s of science in finance from Missouri State University in Springfield.