Are you in the “retirement bubble”? The retirement bubble is the few years leading up to retirement and the first few years in retirement when your retirement nest egg is most vulnerable to market shocks. Why? It is because of sequence of investment returns risk. Sequence of investment returns is most dangerous when you are withdrawing money from your portfolio, which is exactly what most retirees need to do in retirement.
Enough With ‘Business as Usual’ Financial Advice: When The World Feels Like It’s Out of Control, This Is How I Reassure Clients
Over the past 25 years, investors have lived
