How Asset Location Helps Your Investments Flourish
How you invest is the largest determining factor in the level of returns you will see. But what about the “where” of investing?
Sequence Risk vs. Investment Risk
A lot has already been written about the sequence of returns risk confronting retirees. But the full implications of sequence risk have not been completely internalized. Retirees become more vulnerable to investment volatility, because as they withdraw from their portfolio they may find themselves locking in investment losses. It’s the opposite effect from dollar cost averaging.
