Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Regional Vice President of Sales

The Retirement Plan Company
(Remote / AL / FL / GA / MS)

The Retirement Plan Company logo

Retirement Plan Administrator

Bates & Company, Inc.
(Remote / Winter Park FL)

Bates & Company, Inc. logo

Business Development Director

AimPoint Pension
(Remote / Pompano Beach FL / AL / GA)

AimPoint Pension logo

Loan & Distribution Specialist

AimPoint Pension
(Remote)

AimPoint Pension logo

Defined Benefit Combo Cash Balance Compliance Consultant

Loren D. Stark Company (LDSCO)
(Remote)

Loren D.  Stark Company (LDSCO) logo

Director of 3(16) Operations

Compass
(Remote / NH / Hybrid)

Compass logo

View More Employee Benefits Jobs

Free Newsletters

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

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

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 linked news item's title).
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above).
© 2024 BenefitsLink.com, Inc.