Author Archives: Gary Seifrit

Gary is Director of Strategic Partnerships for Congress Wealth Advisor Solutions. He has more than twenty years of experience in global financial services, focusing on private client wealth management, investment, and business development. He has held leadership roles with large multinational institutions Merrill Lynch and UBS, as well as independent asset managers and advisory consulting.

Sequence of Return Risk – Will Your Clients Outlive Their Money?

From the Corner OfficeBy Gary Seifrit November 10, 2021

Defending your clients against Sequence of Return Risk (SRR) can mean the difference between financial success and failure in their retirement years. More Baby Boom clients retire each year. As an Advisor, your ability to defend clients against SRR is crucial, and advising on Sequence of Return Risk can help highlight your value and may…