Deciding to retire during market volatility can be a tough call. Do you stick it out for another year, or take the plunge? Even with a well-diversified global portfolio, the timing of retirement can expose an investor to “sequence of return risk,” which is the risk that a market downturn will occur early in retirement. When a…Details
IN YOUR CORNER
"Successful investors are optimistic about the future but are always prepared for short-term setbacks. That mindset is especially valuable in today’s environment, and we hope it provides some peace of mind that we plan for market downturns before they happen. We remain committed to our investment philosophy and are confident that our approach, coupled with flexibility, ongoing risk management, and diligence will provide the highest likelihood of keeping you on track to reach your long-term goals. "