Managing Sequence Of Return Risk With Bucket Strategies Vs. A Total Return Rebalancing Approach

If there’s one fundamental takeaway that’s been drawn from the research on safe withdrawal rates, it’s the fact that market volatility really matters during the retiree withdrawal years. Even when long-term returns average out in the end, if the sequence of volatile returns is unfavorable, there is a danger that ongoing distributions during the “bad” … Continue reading Managing Sequence Of Return Risk With Bucket Strategies Vs. A Total Return Rebalancing Approach