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Q2: Low Returns and Sequence-of-Returns Risk

Today we are publishing our Q2 2015 report in which we provide a review of the market (as usual) and the implications for the strategies we are pursuing for our clients.

This quarter we review the conclusions we made a year ago about low prospective market returns for both stock and bonds over the next decade and expand on some of their implications for investors. In particular, we explain sequence-of-returns risk and what it means for those entering retirement. We also discuss options investors have to diversify away from public markets.

Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh Bivings is the founder of Artemis Advisors. As CEO, she sets the firm’s overall direction and its investment strategy.

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