Browsing Tag
sequence of returns
8 posts
Custom Target Date Funds Need Personalization
Ron Surz says the critical requirement for an effective customized solution is sound risk management along personalized glidepaths
April 21, 2023
What Excites, Intrigues Ascensus CEO David Musto about the Industry?
What’s happening with sequence-of-return risk, inflation, and the possibility of more delayed retirements? There are few better to…
October 24, 2022
Beware: Target Date Funds Ignore Sequence of Return Risk
Unlike in 2008, there could be lawsuits for ignoring it
October 6, 2022
Out of Sequence: Why TDF Risk Near Retirement is a Bad Bet
'Sequence-of-returns cuts both ways'
July 11, 2022
The Wall Street Journal Takes Aim at Target-Date Funds
Is the advisor desire to use higher-cost managed accounts fueling TDF criticism?
January 10, 2022
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
December 28, 2021
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…
March 18, 2019
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.
January 2, 2018