Skip to content

The Sequence of Returns

by on May 22, 2014

According to William Bengen’s study, published in the 1994 Journal of Financial Planning, the amount a retiree can withdraw each year from their portfolio is somewhat related to market volatility and the sequence of their investment returns.  Therefore as retirees manage investment risks, the size of their withdrawals, and market volatility it’s possible to improve their retirement outcome.  Additionally, according to a Vanguard study, investment advisors can improve an investor’s situation using well-known and accepted best practices for wealth management compared to those of portfolios that are not.

From → 2014

Leave a Comment

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: