Let's say there is a 50 % correction in the stock market for a 75 - 89 year old who displays the exact same asset allocation profile above with a 62 % allocation in stocks. (financialsamurai.com)
This illustrates how two investors with the exact same asset allocation and glide path strategy can have two vastly different outcomes just based on the sequence of the returns they experience. (ifa.com)
Both Mastracci and Heath have been in the business a long time and have many seen clients show up at their doors for the first time with the same asset allocation in both registered and non-registered accounts. (moneysense.ca)