Another Perspective on Sequence of Returns through Low Volatility Investing
Financial advisors and retirees should be aware of the profound impact that a low...
Glossary:
Key Phrases Autotag:
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.
