Sequencing
For any advisor who’s had to explain asset allocation in retirement…
This infographic walks through how sequence of returns can make a huge difference in a portfolio. We look at how 20 years of returns affect a portfolio… then flip the order of those years to show how drastically different the outcome is.
Numbers (sample portfolio size) are customizable, and there are multiple opportunities to put your spin on what this means for clients, including how you think about allocation in retirement.
For any advisor who’s had to explain asset allocation in retirement…
This infographic walks through how sequence of returns can make a huge difference in a portfolio. We look at how 20 years of returns affect a portfolio… then flip the order of those years to show how drastically different the outcome is.
Numbers (sample portfolio size) are customizable, and there are multiple opportunities to put your spin on what this means for clients, including how you think about allocation in retirement.
For any advisor who’s had to explain asset allocation in retirement…
This infographic walks through how sequence of returns can make a huge difference in a portfolio. We look at how 20 years of returns affect a portfolio… then flip the order of those years to show how drastically different the outcome is.
Numbers (sample portfolio size) are customizable, and there are multiple opportunities to put your spin on what this means for clients, including how you think about allocation in retirement.
