Bumpy markets are no fun for anyone, but for clients about to retire or who are recently retired, volatility can be downright terrifying. That’s because market drops right before or early in someone’s ...

Dave Ramsey’s 8% retirement rule has sparked a lively debate among financial experts and retirees alike. The rule suggests ...

As a record number of baby boomers leave the workforce each day, the convergence of economic headwinds, market instability, and geopolitical uncertainty is reshaping what retirement looks like in ...

Retiring just before a market crash will wreak havoc in a retirement portfolio. This danger is well documented and researched. It is referred to as "sequence of return" risk: it's the risk that the ...

DIVO is a misunderstood ETF, offering a tactical blend of growth and income, ideal for managing sequence of returns risk in retirement. Its active management—selecting quality stocks and writing ...

We walk before we run. We date before we marry. We sink before we swim. Sequence matters in our lives. It also matters when we plan our retirement-withdrawal strategies. Standard practices are a ...

Rajeev Dhir is a writer with 10+ years of experience as a journalist with a background in broadcast, print, and digital newsrooms. Vikki Velasquez is a researcher and writer who has managed, ...