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Serving the Greater El Dorado County Area, CA
Carson Valley Area, NV
(530) 672-1703

What is Sequence of Returns Risk?


Timing is everything! What happens if the market corrects? Two people could retire with the exact same investments, but if one of them retired years prior and experienced a market correction, and the other did not, it could provide vastly different outcomes for each of them as they take withdrawals! When you retire can be as important as how much you have when you retire.

 

Even if the market doesn’t behave like we had hoped, wouldn’t it be nice to know you have the confidence of a being a part of our Questpoint FORMula process, whereby we focus on the things that matter most to you as we design a custom income distribution strategy and provide you with reliability of income through all types of market conditions. This confidence of being a part of the Questpoint FORMula is what allows our clients to pursue all their retirement goals!