The Sequence of Returns Risk

Most investors focus on average market returns, but in retirement, the sequence of those returns can make a significant difference. In this week’s episode of Educational Insights, Trey Booth explains sequence of returns risk and demonstrates how two retirees with the same average returns can end up with dramatically different outcomes based solely on when market gains and losses occur. Learn how diversification, maintaining short-term cash needs, and a thoughtful withdrawal strategy can help reduce this often-overlooked retirement risk.

Watch to learn more.

Trey Booth, CFA®, AIF®
Chief Investment Officer
Wealth Consultant
Email Trey Booth here

Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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