How to Battle Sequence-of-Returns Risk

Retiring during the longest-running bull market in history can be scary, as some begin to wonder when the good times will end.


TAG Advisory Services's Insight

One of the most significant concerns that clients face is the risk of outliving their assets. There are many factors that play into this, such as how much can be withdrawn each year, the investment time horizon, what level of risk-adjusted returns are being targeted, etc., all of which are also a part of sequence risk. Given the uncertainty surrounding the economy and where it’s headed, advisors should be able to help clients evaluate each of these factors specific to their circumstances in a manner that minimizes impacts to their portfolios. In this article, the author examines four simple methods and products that investors can use to mitigate such risks.

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