Trends
Retirees and the ‘Risk Zone’
Most Boomers have yet to hear of SOR risk and its threat to their golden years.
Tag: sequence of returns
Little-Known Risk Threatens Baby Boomers Golden Years
Though their solutions and strategies vary, advisers agree that sequence of returns risk can devastate a retirement portfolio.
For Pre-Retirees, It’s Always Important to Watch for Bubbles
While there is certainly room for optimism about where the equity and bond markets are heading, experts say it is still crucial to focus on sequence of returns...
Interest Rate Risk Comes to the Fore
It has never been more expensive to fund a stream of guaranteed retirement income, nor have individuals been so in need of guarantees generated outside of large collective...
Hard Lessons About Liquidity Buckets and Cash
The middle of a severe bout of market volatility is not the right time to build a bucket strategy or...
The Business Cycle, Geopolitics and Retirement Investing
Trade tensions between the U.S. and China have dominated financial news headlines, but investors have a lot more to think...
As Bull Market Ages, Coaching Investors on Volatility Remains a Must
Novice investors’ reactions to stock market volatility present an endless and intriguing field of study for behavioral economists, but for financial advisers, poor client decisionmaking is a serious...
Liquidity Buckets and Other Strategies to Protect Boomers’ Savings
Building sources of near- and mid-term liquidity is increasingly important for Baby Boomers.
AssetMark Launches ‘Simple, Automatic’ Income Replacement Solution
The firm says its “academically informed” automated investment solution seeks to provide reliable cash flow distributions while extending the portfolio life of clients in retirement.