“How would you feel if the market was down 30% and you needed to sell stocks to fund your retirement income?” We often discuss staying afloat during this hypothetical situation as a major advantage of adopting time-segmented retirement income planning. Suddenly, however, the discussion is not so hypothetical. IncomeConductor CEO Sheryl O’Connor was recently featured…
Category: Investments
Risk Assessment Through the Lens of Rolling Returns
Historical analysis may sometimes be a dicey practice in the context of investments, but it can still be a useful tool for coming to defensible conclusions. Establishing confidence levels in your implementation choices is important when creating a time-segmented retirement income plan that may span 30 years or more. Rolling returns analysis is one way…