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Jeffrey Levine: 7 Things to Know About Sequence of Returns Risk

John Manganaro By John Manganaro

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As chief planning officer at Buckingham Strategic Wealth, Jeffrey Levine serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-based planning concepts and strategies.

Levine’s work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of growth and client service goals. On Wednesday, Levine hosted a webinar summarizing some of his recent experiences and digging into a topic that he says all financial advisors must contend with in 2022: sequence of returns risk.

As Levine recounts, the current moment in the equity and bond markets is causing significant strife among retirement-focused investors. Many have seen portfolio losses well in excess of 20% so far this year, and those people who are drawing income from equity portfolios are effectively locking in the worst market losses seen in many years.

Levine says this moment in the markets puts a bright spotlight on sequence of returns risk. Check out the gallery for Levine’s seven top insights about sequence risk, its impact on clients and the ways advisors can respond.