Opinion
July 2, 2025
Stress-test your retirement portfolio in volatile markets
If you’re planning to retire within the next few years — or you’ve recently retired — market volatility may feel especially unsettling. After years of saving and planning, you’re now entering a stage where your portfolio may shift from growth to providing income. The five-year window before and after your retirement date is especially critical — when market downturns can have an outsized impact on your longterm financial security.