In this video, Salvatore M. Capizzi, EVP with Dunham Investment Counsel Inc., shares a modern version of Cinderella that offers valuable insight on sequence of return risk.
Here’s how the story goes: Cinderella and her stepsisters each inherited $1 million, available at age 65, and had to choose between two investment return sequences.
The video is a great way to explain to clients how sequence of returns works.
Don’t miss the full article about navigating sequence of returns risk.
