Select Page

Tag: american portfolios

Revisiting the Sequence of Returns Risk

The sequence of returns risk may be the greatest risk facing retirees. The danger of down markets occurring near to or early in retirement, coupled with withdrawals to fund retirement spending, can be lethal to the longevity of an individual’s retirement savings.

Read More

The Case for Going Paperless

Electronic delivery—or going paperless—of monthly statements and other related account documents to clients is not only environmentally friendly, but it represents a higher level of client service through quicker delivery, easier record storage, increased security and the ability to view from anywhere.

Read More

Subscribe

    Subscribe to receive a monthly recap of our three most popular posts.

    Recent Videos

    Loading...

    AP Awards 2021