Insights

When an investor transitions into retirement, the sequence of their investment returns becomes a material consideration. I discuss the benefit of the cash wedge income delivery strategy for retirees.

Volatility and recessions are a normal (albeit unpleasant) part of the long-term investing experience. Thankfully, as surely as stocks have pulled back, they have rebounded and marched onwards and upwards.

Inflation is often an overlooked risk for retirees. Thankfully, owning stocks for the long-term has historically been an effective way to combat this risk.