Browsing Tag
sequence of returns
10 posts
When Glide Paths Fail: Rethinking Downside Protection in Target Date Funds
Recent market breakdowns have exposed a structural limitation in traditional glide path design—raising the question of whether risk should be managed more directly
Surz: Baby Boomers in TDFs Need to Get Out – NOW
Vanguard’s risk and return expectations for the next decade favor the safety of bonds over the potential growth in stocks
Custom Target Date Funds Need Personalization
Ron Surz says the critical requirement for an effective customized solution is sound risk management along personalized glidepaths
What Excites, Intrigues Ascensus CEO David Musto about the Industry?
Dave Musto, Ascensus CEO talks sequence of return risk, inflation, delayed retirements, and industry concerns.
Beware: Target Date Funds Ignore Sequence of Return Risk
Unlike in 2008, there could be lawsuits for ignoring it
Out of Sequence: Why TDF Risk Near Retirement is a Bad Bet
'Sequence-of-returns cuts both ways'
The Wall Street Journal Takes Aim at Target-Date Funds
Is the advisor desire to use higher-cost managed accounts fueling TDF criticism?
Reverse Mortgages Reduce Sequence-of-Returns Risk in Retirement Portfolios: Study
Advisors should consider including home equity as an asset in retiree portfolios, given their duty to help clients manage and reduce risk
Target Date Investing: A Different Perspective on Sequence-of-Returns Risk Around Retirement
Investors may have different retirement objectives, resulting in different risk priorities. One factor that often receives significant attention…
Sequence of Returns Risk: Why It Matters
T. Rowe Price Portfolio Manager Wyatt Lee explains the importance of sequence of returns risk for retirement investors.