We know the ongoing coverage of the election and recent pandemic news has kept us on the edge of our seats. To help you process what’s on your mind, Buckingham Strategic Partners recently hosted a Post-Election Webcast.
The webcast featured a discussion with two of Buckingham’s most prominent leaders in wealth management — Jeffrey Levine CPA/PFS, CFP®, Director of Advanced Planning and Kevin Grogan, CFA, CFP®, Managing Director of Investment Strategy — moderated by Chief Client Officer David Levin.
The conversation touched on the economic environment, what Buckingham is looking out for, and answered questions submitted from participants on what this all may mean for their financial plans.
Regardless of how things unfold, Buckingham says, it is important to remember your clients' financial plans were built to account for unexpected events — including an unprecedented presidential election or global pandemic. Their plan is informed by decades of academic evidence and behavioral finance theory — evidence that has incorporated the outcome of dozens of political, financial and world events. It’s designed to weather the ups and downs that inevitably follow significant happenings like this.
However, Buckingham knows that in the wake of an historic election, amongst a continuing pandemic and potential market volatility, you have questions and uncertainty about what to do next. They're here to support you through all of it.
Advisors are taking the pulse of the current climate, prepared to answer questions and ease uncertainty, while helping clients stay disciplined and stick with the plan. Educational materials like this make it happen.
You can learn more now by reaching out to Buckingham via our VIP Messenger. And if you'd like to do a little more due diligence first, start the research process on the TAMP Dashboard.
