Coronavirus (COVID-19) News and Resources
Coronavirus (COVID-19) Webcasts
Subscribe to Free Daily Newsletters
Post a Job

Featured Jobs

Director of Regulatory Affairs

Health Plans Inc
(Westborough MA)

Health Plans Inc logo

Retirement Plan Consultant

DWC - The 401(k) Experts
(Telecommute)

DWC - The 401(k) Experts logo

Retirement Plan Administrator

Steidle Pension Solutions, LLC
(Lebanon NJ)

Steidle Pension Solutions, LLC logo

Senior Plan Consultant

Jocelyn Pension Consulting
(Telecommute / San Rafael CA / Boulder CO)

Jocelyn Pension Consulting logo

Retirement Plan Administrator

SPS
(Telecommute)

SPS logo

Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Get the BenefitsLink app LinkedIn
Twitter
Facebook

<< Previous news item   |   Next news item >>



Top Fund Ideas for Retirement 'Bucket' Portfolios
Morningstar; free registration may be required Link to more items from this source
Oct. 7, 2014
"One of the key benefits to the bucket approach to retirement-portfolio management is that it's not a call to reinvent the wheel. If retirees and pre-retirees have well-diversified portfolios, it's likely that they already own the key ingredients for a successful bucketed portfolio: bucket one (cash and potentially short-term bonds), bucket two (bonds and perhaps a bit of equity exposure), and bucket three (mainly stocks). Yet ... [there are] questions about what goes where. Can I hold bonds in bucket one? Do dividend-paying stocks belong in bucket two or three? Where do REITs and gold go?"

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).
An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).
© 2020 BenefitsLink.com, Inc.