What happens when an investor pulls money from their portfolio? Brent Ford says investors sometimes don’t understand the ripple effect on the sequence of returns. When an account value decreases from a market downturn or a planned withdrawal, it takes a lot more effort to regain ground in the account. He says drawdowns are inevitable and his firm manages to that reality. Benefit Wealth Partners prefers to have a deeper relationship with clients that goes beyond taking orders and being transactional.
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