Investment Planning

Investment Planning

Creating and monitoring your investment plan is one of the most important aspects of your overall financial well-being. When building investment portfolios, our primary goal isn’t to simply produce the largest possible return, but rather to create a portfolio that gives you the highest likelihood of achieving your goals — balancing risk as well as return. To do this, we employ an evidence-based investment methodology backed by more than 80 years of peer-reviewed financial research and market studies.

What you may be thinking:

  • Can my investment portfolio withstand a significant market drop?
  • Am I taking on the appropriate level of risk with my investments?
  • Are there any gaps or opportunities within my current portfolio?
  • Does my current investment strategy align with my goals?

Our Approach

We not only want to put you in the best position to achieve your goals, but we aim to develop an investment plan you can feel fully confident in during the inevitable ups and downs of the market. We do this through an evidence-based approach rooted in smart diversification, low investment costs and minimizing risks. Altogether, we develop an investment strategy catered to help meet your specific goals. And once the initial strategy is put in place, we work continuously to ensure your investment portfolio is optimally tuned through active monitoring, rebalancing and tax-loss harvesting when necessary.

How Buckingham Helps

Our Investment Planning Conversations

  1. Ongoing Portfolio Maintenance and Rebalancing
  2. Risk Assessment
  3. Investment Planning and Implementation
  4. Employer Retirement Guidance (401k 403b, 457, etc.)
  5. Fixed Annuity Analysis
  6. Variable Annuity Analysis
  7. Current Portfolio Gap Analysis

Our investment ideology,
tailored to you.

See exactly how and why we bring an evidence-driven approach and sound investment fundamentals to your specific situation and unique life goals.

Learn More

Additional Services

Investment Planning correlates with these other wealth management conversations.

Tax Planning

Shape your financial picture with smarter, more tax-efficient strategies.

Education Planning

Ensure the financial access to desired education experiences for your family.

Charitable Giving

Support causes that align with your values while better positioning your financial future.

Related Articles

See our latest thoughts and insights on Investment Planning.

  • November 18, 2024

    Connects Quarterly Webinar: Q4 2024

    Our thought leaders share their perspectives on the 2024 election, markets, the economic outlook, and planning opportunities in the months ahead.

    Watch the video

  • November 13, 2024

    5 Financial Decisions to Consider Before Year-End

    Year-end deadlines are coming up fast. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses five key financial moves you can make now that could pay off in the long run.

    Watch the video

  • October 29, 2024

    Why This Time Isn’t Different

    When investors start to worry about the direction of the market, does that mean it is time to make a change to your portfolio? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses why investors should avoid thinking “this time is different.”

    Watch the video