Featured Jobs
|
BPAS
|
|
July Business Services
|
|
Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
|
|
Compensation Strategies Group, Ltd.
|
|
Nova 401(k) Associates
|
|
Merkley Retirement Consultants
|
|
The Pension Source
|
|
EPIC RPS
|
|
Defined Benefit Specialist II or III Nova 401(k) Associates
|
|
Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
|
|
DWC ERISA Consultants LLC
|
|
BPAS
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
|
Sequence Risk During Retirement
John Rekenthaler in Morningstar 
Aug. 26, 2022 "Formal financial plans are more complex than the model presented in this article, but they are not more prescient. Inevitably, a retiree's portfolio will not match the forecast's performance, often dramatically.... Nevertheless, making the effort provides the groundwork for future decisions. Critically important is understanding and appreciating the effects of sequence risk. The order of a portfolio's returns matters greatly -- sometimes, even more than their level." |
| Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
| An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |