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 ...

For retirees extracting cash flows from their portfolios, the year 2020 provided a vivid illustration of how capital appreciation often picks up where declining yields leave off. Last year, bond ...

Don’t wait until the last minute to fill your cash bucket. In the two or so years leading up to retirement, an important job ...

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 ...

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Life is full of milestones—and fortunately, for scheduling purposes, those milestones don't all happen at the exact same time. Think about the various savings goals you might have had across your life ...

The traditional 60/40 investment portfolio may be too conservative for some investors, but it remains a useful benchmark.

Pulling $5,000 a month from a portfolio is a common benchmark for early retirees who want a middle-class income floor without relying on full-time work. It can help cover property taxes, insurance, ...