Kevin_Grogan

Kevin Grogan CFA, CFP

Managing Director, Investment Strategy, Buckingham Wealth Partners

Kevin Grogan is Managing Director of Investment Strategy for Buckingham Wealth Partners, which is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. By reading and analyzing the latest research in investments and finance, Kevin is able to draw practical applications and apply his findings to help clients improve the structure of their portfolios and achieve their goals. He is a member of the firm's Investment Policy Committee and helps lead the firm's investment strategy, portfolio management and fixed income teams. Kevin has co-authored three books. His most recent book, "Your Complete Guide to a Successful & Secure Retirement" with Larry Swedroe, was named by The Wall Street Journal as the best retirement book of 2019. His first book was "The Only Guide You'll Ever Need for the Right Financial Plan," co-authored with Larry Swedroe and Tiya Lim and his second book was "Reducing the Risk of Black Swans: Using the Science of Investing to Capture Returns with Less Volatility," co-authored with Larry Swedroe. He has also published an article in the Journal of Investing. Kevin began his career at Buckingham in 2007. Kevin holds a bachelor's of science in finance from Missouri State University in Springfield and an MBA from Saint Louis University.

Appearances

  • Thumbnail for The Incredible Shrinking Alpha
    Identification
    PFP1725
    Date
    June 13, 2017
    Alpha still exists, but that doesn't mean it is easy to find. In this session, Kevin Grogan explains in academic yet simple terms what is happening to the alpha for which so many investors yearn…

    Speaker

    Speaker Image for Kevin Grogan
    Kevin Grogan, CFA, CFP
    Managing Director, Investment Strategy, Buckingham Wealth Partners
    $4900
    Standard Price
  • Thumbnail for What To Do When a Strategy Performs Poorly
    Identification
    PFP2208
    Date
    June 6, 2022
    In recent years, US stocks have far outperformed international stocks and growth stocks have far outperformed value stocks. That has led many to question the benefits of diversification and ask what they should do when an investment strategy performs poorly…

    Speaker

    Speaker Image for Kevin Grogan
    Kevin Grogan, CFA, CFP
    Managing Director, Investment Strategy, Buckingham Wealth Partners
    $4900
    Standard Price
  • Thumbnail for Investment Best Ideas Panel
    Identification
    PFP2215
    Date
    June 7, 2022
    Maximizing returns over inflation, while keeping risk at bay, is difficult at any time…

    Speakers

    Speaker Image for Kevin Grogan
    Kevin Grogan, CFA, CFP
    Managing Director, Investment Strategy, Buckingham Wealth Partners
    Speaker Image for Paula McMillan
    Wealth Advisor, Stearns Financial Group
    Speaker Image for Scott Sprinkle
    Managing Member, Sprinkle & Associates LLC
    $4900
    Standard Price
  • Thumbnail for Rising Rates: Is it Time to Abandon Fixed Income?
    Identification
    PFP2212
    Date
    June 7, 2022
    The first quarter of 2022 was worst performing period for bonds in the last 40 years. The Fed is committed to raising rates. Inflation is raging and no longer appears to be transient…

    Speakers

    Speaker Image for Robert Huebscher
    Founder, Advisor Perspectives
    Speaker Image for Kevin Grogan
    Kevin Grogan, CFA, CFP
    Managing Director, Investment Strategy, Buckingham Wealth Partners
    Speaker Image for Brent Burns
    President and Founding Partner, Asset Dedication
    $4900
    Standard Price

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.