『FPF 158 - Sequence of Return Risk』のカバーアート

FPF 158 - Sequence of Return Risk

FPF 158 - Sequence of Return Risk

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In this episode, Jerry Davidse is digging deep into the often-overlooked concept of Sequence of Return Risk and its significant impact on retirement planning. Discover how the order of investment gains and losses can drastically affect your financial future, and learn strategies to manage this risk effectively.

Key Points:

Explanation of Sequence of Return Risk and its importance.

Comparison of two portfolios with the same average return but vastly different outcomes.

Strategies to mitigate risk: diversified financial planning, stable investments, and disciplined rebalancing.

The importance of planning ahead to protect your retirement from market volatility.

Join us next Friday morning for more insights, and reach out if you'd like to discuss how Sequence of Return Risk could impact your retirement plan.

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This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.

The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision.

Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.

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