Planning for decumulation of assets is complicated by the sequence risk of returns: Suffering losses in down markets without sufficient remaining lifetime to recover can be devastating to achieving clients’ goals. Featuring three wealth management practitioners who are CFA® charterholders, along with one of the article's authors, this webinar will discuss and critique the Financial Analysts Journal® article "Reducing Sequence Risk Using Trend Following and the CAPE Ratio" to discern if trend-following strategies can be a useful technique for advisers seeking to minimize sequence risks for their clients.
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