Negative returns are more harmful early in retirement than later, according to a 2024 report from Fidelity Investments.

Learn how to manage sequence of returns risk (SORR) by adjusting equity investments based on life goals and retirement.

However, protecting your savings is equally crucial. One major financial challenge that retirees face is the sequence of returns risk (SORR). This refers to the risk of market losses occurring ...

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 ...

The sequence of returns risk occurs when a market declines and investment returns aren’t as strong as they should be. This forces retirees to withdraw funds, amplifies losses, and can ...

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 ...

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 ...