Koley Financial

Is your retirement portfolio subject to “sequence of returns” danger?

Retirement Income and the Traditional Portfolio Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing."

Monthly Market Insights | November 2024 Monthly Market Insights | November 2024 U.S. Markets Stocks fell in October as pre-election jitters hung over trading while solid but not spectacular Q3 corporate reports failed to buoy spirits. The Dow Jones Industrial Average fell 1.34 percent, while the Standard & Poor’s 500 Index (S&P 500) sli...