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.

  • September 17, 2024

    Understanding the VIX: The Market’s Fear Gauge

    With commentators talking about the volatility index (VIX) rising, often referred to as the “fear index,” should this cause alarm for investors? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains why it's better for investors to stay composed during times of high volatility.

    Watch the video

  • September 09, 2024

    What to Know About the New RMD Regulations

    Starting Jan. 1, 2025, new RMD regulations will introduce some big changes for those who own retirement accounts and are required to take withdrawals. As you prepare for the coming year, here are some important updates to consider.

    Read the article

  • September 03, 2024

    Staying the Course During a Presidential Election Year

    In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares investing considerations to keep in mind as the 2024 presidential election approaches.

    Watch the video