Tag: Generation X

Art by Dalbert B. Vilarino

Gen Xers Should Consider Sequence of Returns Risk

The recent bouts of equity market volatility highlight the importance of balancing portfolio growth aspirations with the need to protect what has already been accumulated; Generation X faces a difficult task in balancing short- and long-term financial priorities.

Best Interest in Mind

Plan sponsors are likely to ensure that advisers are keeping participants' best interests in mind when recommending rollovers, even though the fiduciary rule has been vacated.