WHY VOLATILITY MATTERS IN RETIREMENT
Автор: Three60 Wealth Family Office
Загружено: 2025-11-26
Просмотров: 29
Jason Nagel is joined by Austin Vrabel, a wealth advisor at Connor, Clark & Lunn Private Capital, to discuss market volatility in retirement—particularly the risks for DIY investors focused solely on high returns. Austin presents a compelling case study comparing two retirement portfolios: one with lower returns but less volatility, and another with higher returns but greater volatility. Despite earning less annually, the lower-volatility portfolio outperformed in retirement due to sequence of returns risk, the danger of withdrawing funds during market downturns, which can permanently erode retirement savings.
Jason Nagel, CFP, CLU, TEP
Three60 Wealth
https://three60wealth.ca/family-office/
Austin Vrabel, CFA
Associate Wealth Advisor, Advising Representative
Connor, Clark & Lunn Private Capital Ltd.
https://cclprivatecapital.com/our-peo...
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