There's a 'danger zone' for retirees when the stock market dips. How to shield your portfolio.
Negative returns are more harmful early in retirement than later, according to a 2024 report from Fidelity Investments.
Sequence of returns matters
Learn how to manage sequence of returns risk (SORR) by adjusting equity investments based on life goals and retirement.
Morningstar16d
How to Avoid Outliving Your Retirement Savings? It’s All in the Sequence
Retirees who avoid investment losses in the first five years of retirement are much less likely to outlive their savings. One of the bigger pitfalls new retirees face is sequence-of-returns risk ...
Market losses early in retirement can increase your risk of outliving your money. But you can take steps to mitigate that
If you plan to call it quits at work within a decade, or you’ve just retired, you may want to take steps to minimize what’s ...
KRDO11d
Sequence risk: What is it and how can you protect your nest egg from it?
A recent analysis from Morningstar found that negative stock market returns in the first five ... a few things you can do to mitigate both sequence risk and investment risk for your portfolio ...