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Capital Market Assumptions and Financial Plans in Today's Time
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Guest Expert: Kevin Grogan, Dir. of Investment Strategy

Today's volatile markets have impacted capital markets assumptions that represent the long-term risk/return forecasts for various asset classes. Listen as Kevin Grogan from Buckingham Strategic Wea...

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Today's volatile markets have impacted capital markets assumptions that represent the long-term risk/return forecasts for various asset classes. Listen as Kevin Grogan from Buckingham Strategic Wealth presented the assumptions that inform their portfolio construction, asset allocation models and Monte Carlo simulations.

Chip Petty from MoneyGuidePro joined Kevin to illustrate how capital markets assumptions impact a client's plan and probability of success.