Our Thoughts & Insight - Retirement

Relying on Luck.  The #1 thing retirees should be worried about but aren’t.

Relying on Luck. The #1 thing retirees should be worried about but aren’t.

Relying on luck?  What do you mean?  Well, if you like most retirees, you may only be one down market away from losing years off of your retirement income.  Financial advisors like to call this phenomenon Sequence of Returns  I know what you’re saying…” Sequence of Returns? That’s it?  Sounds harmless to me.”  But trust me, it’s real and it’s one of the single biggest reason you might run out of money

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* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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