Thought Leadership: Revisiting the Sequence of Returns Risk

Any advisor knows the sequence of returns risk may be the greatest risk facing retirees. The danger of down markets occurring near to or early in retirement, coupled with withdrawals to fund retirement spending, can be lethal to the longevity of an individual’s retirement savings.

In a paper published to the Retirement Management Journal, “Sequence of Returns Risk Reconsidered,” the authors argue that the sequence risk is much broader than just investment returns and exists throughout retirement, not just in the early years.

Click here to read the entire article.


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