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Tag: Fixed Income Asset

Home›Posts Tagged "Fixed Income Asset"
  • Bucket Strategy for Retirement Planning
    Retirement Planning
    By WiserAdvisor Insights
    June 1, 2020
    4178
    0

    Bucket Strategy in Retirement Planning and Its Suitability

    What is the bucket strategy? Bucket strategy was introduced in 1985 by financial planning expert, Harold Evensky. Under this approach, the retirement portfolio is divided into three accounts, which are referred to as buckets. Retirement assets are allocated to each bucket in a predetermined proportion. The risk and returns associated with each bucket are different.  ...
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