Sequence of Return Risk

Sovereign's Founder & CEO, Chuck Failla, CFP®, will cover the concept of Sequence of Return Risk, highlighting how the timing and sequence of investment returns can dramatically influence the sustainability of a retirement portfolio. Unlike simple average returns, Sequence risk can lead to significant differences in outcomes depending on when returns occur -- particularly in the early years of retirement. The presentation will cover why this matters, show the potential consequences through case studies, and offer practical approaches to managing this risk, including portfolio rebalancing, flexible spending strategies, and maintaining an appropriate asset allocation.

👇 Video Replay Below 👇