Tag: sequence of returns

Trends

Retirees and the ‘Risk Zone’

Most Boomers have yet to hear of SOR risk and its threat to their golden years.

March 18th, 2022

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.

Investing February 12th, 2021

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 risk for those near and in retirement.

Investing May 4th, 2020

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 pensions.

April 16th, 2020

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 an annuity income stream, but times like these clearly demonstrate why such strategies are important for late-career workers and new retirees.

November 4th, 2019

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 about, including “Brexit,” an aging workforce and a new normal for interest rates.

Client Service May 16th, 2019

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 issue.

February 11th, 2019

Liquidity Buckets and Other Strategies to Protect Boomers’ Savings

Building sources of near- and mid-term liquidity is increasingly important for Baby Boomers.

Products February 5th, 2019

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.