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