Sequence of Investment Returns

The order in which positive and negative investment returns occur during a given time period. People transitioning into retirement are highly impacted by the sequence of returns. In general, portfolio losses that occur earlier in a given time period--particularly if those losses take place during the period of transition--are much more damaging than losses that occur later. For more information see the glossary definitions for sequence of returns risk and sequence of returns effect.

Another Perspective on Sequence of Returns through Low Volatility Investing

Financial advisors and retirees should be aware of the profound impact that a low...

Key Phrases Autotag: