The worst-case scenario for any soon- to-be retiree is not having enough money to support yourself and others dependent upon you. Below we will examine how you can best position yourself to mitigate ...
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Sequence of Returns Risk

What Is Sequence of Returns Risk? Sequence of Returns Risk refers to the risk that an investor will experience a low or negative return on their investments in the early years of their retirement, ...
Retirement is meant to be a reward for decades of work and saving. But for many, one hidden risk quietly threatens that reward: the risk of experiencing poor investment returns early in retirement ...
Retiring on passive income from dividends is a great way to reduce sequence of returns risk. Many investors generate this ...
If you're a soon-to-be retiree who's closing in fast on your investment goals, there's something you should know before you clean out your desk and deposit your last paycheck. Accumulating enough ...
The accounts both earned the exact same rate of return and yet there is a $111,768 difference between them in only four years! Imagine going out 10 or 20 years. You can see why I feel sequence of ...
Here's a startling truth: Two retirees with identical portfolios and withdrawal rates could experience the same average annual return and end up with vastly different outcomes. In the worst-case ...
Bumpy markets are no fun for anyone, but for clients about to retire or who are recently retired, volatility can be downright terrifying. That’s because market drops right before or early in someone’s ...
Sequence of return risk can devastate retirement portfolios, especially when early negative returns coincide with withdrawals, undermining the traditional 4% rule. Dividend investing offers a powerful ...
Delaware Life CEO offers strategies for combatting sequence of returns risk Colin Lake, president and CEO of Delaware Life, sits down with InvestmentNews anchor Gregg Greenberg to explain how workers ...