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How Did the Bucket Portfolios Perform in 2023?

The portfolios thrived in the ‘everything rally,’ but defensive attributes held back relative returns.

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Why Index Funds and ETFs Are Good for Retirees

Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.

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How Did the Bucket Portfolios Perform in 2022?

A tough market environment played to the strengths of these conservative-leaning portfolios, though they couldn’t escape losses.

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The Bucket Approach to Building a Retirement Portfolio

A diversified portfolio with various time frames can help you meet your income needs during retirement.

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How Is the Bucket Strategy Holding Up?

It’s not too early to line up next-line reserves to replenish Bucket 1.

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