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Sequence Of Returns Risk
Articles, guides, and analysis from Perissos Private Wealth on sequence of returns risk — a hub for everything we've published on this topic.
The 4% Rule Is Dead: What Replaces It in 2026
The 4% rule is dead: Why a static withdrawal rule is giving way to monitored guardrails, flexible spending, and better conversations about regret. Discover the shift from 1994 formulas to dynamic income planning.
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The Hidden Costs of "Buy and Hold" for Retirees Drawing Income
sequence-of-returns risk: While buy and hold works for savers, retirement changes the math. Discover why the order of investment returns can impact your portfolio's longevity once you begin taking distributions.
Sequence-of-Returns Risk: Real Examples From 2000, 2008, and 2022
A retirement portfolio can survive a bad year, but it may not survive a bad year at the wrong time.
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COMPREHENSIVE PLANNING AND PROFESSIONAL INVESTMENT MANAGEMENT
Making the Retirement Leap in 2023
Planning for retirement is something you’ve probably been doing for a good part of your working life. Making the leap requires getting the timing right.