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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." |
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