INVESTING

Sequence Of Return Risks In Retirement

  • Sequence of Return Risk is a major obstacle to a retiree realizing a fully funded retirement.

  • Should a retiree go all cash and short-term bonds losing out on long-term growth as the length of retirement increases? Or stay invested in equities and risk a large downturn?

  • We attempt to mitigate risk, while maintaining both high yield and long-term growth using higher-quality high-yield CEFs plus a wide range of peripheral investments for growth.