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Sequence of Returns Risk: How It Impacts Retirement

On Feb. 12, 2020, the Dow Jones Industrial Average (DJIA) closed the trading day at a record 29,568.57. If you were an investor in the market and a fan of Abraham Lincoln, on whose birthday the new high was achieved, you had big reasons to celebrate. However, on March 23, 2020, just 40 days later, […]

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Sequence of Returns Risk Takes Center Stage with Markets Down

In plain English, sequence of returns risk means that if the stock market plunges at about the same time you retire and start taking regular withdrawals from your primary investment account, you could be in for a big financial shock. That’s because an investment portfolio exposed to stock market losses early in retirement, and then […]

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