I review conventional wisdom and Christine Benz's new book on implementing the Bucket Approach in retirement. A long-term approach for the coming decade with high starting stock valuations and ...

The drought continues for investors aiming to wring any type of yield from high-quality bonds, not to mention cash. Although the Federal Reserve raised short-term interest rates by 0.25% in 2015--and ...

In the decade leading up to 2022, I often found myself on defense with respect to the Bucket approach to retirement portfolio management. The cash bucket exacted too big of an opportunity cost, the ...

For those seeking to invest toward their Golden Years, exchange traded fund products provide low-cost, diversified exposure to broad asset classes, allowing investors to remain hands-off and spend ...

With the recent arrival of a bear market, the newly retired are facing a sobering reality: having to sell investments during a downturn to meet their income needs. This nightmare scenario, known as ...

The bucket strategy is one option retirees (and those saving for a future retirement date) can leverage to help them manage ...

Drop in the, um, bucket list? The performance of a number of model portfolios that leverage the bucket strategy recently was put under a microscope by Christine Benz, Morningstar’s director of ...

The "bucket" strategy involves dividing your assets by different time periods. This approach can work well, but it's not perfect, or best for everyone. Consider it as a possible plan you might use, ...

Managing an investment portfolio in retirement is like playing a game of tug-of-war against yourself. On the one hand, you need to pull cash out of a portfolio for monthly expenses. On the other hand, ...

I often compare retirement income planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The ...

While many model portfolios produced lackluster returns last year, there is one type of model that was able to limit losses, the bucket strategy. First developed by wealth manager Harold Evensky in ...