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

Featured Jobs

Manager, Defined Contribution (TPA)

HowardSimon, Strongpoint Partner
(Remote)

HowardSimon, Strongpoint Partner logo

Defined Benefits Administrator

HowardSimon, Strongpoint Partner
(Remote)

HowardSimon, Strongpoint Partner logo

Retirement Plan Administrator

ERISA Services, Inc.
(Remote)

ERISA Services, Inc. logo

Retirement Sales Consultant

Pension Financial Services
(Duluth GA / Hybrid)

Pension Financial Services logo

Retirement Plan Administrator

CMC Pension Professionals
(Remote)

CMC Pension Professionals logo

Retirement Plan Relationship Manager

ERISA Services, Inc.
(Remote)

ERISA Services, Inc. logo

Senior Internal Sales Consultant

EPIC RPS
(Remote)

EPIC RPS logo

Senior Client Service Specialist

EPIC RPS
(Remote / AZ)

EPIC RPS 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

A Conservative Retirement Portfolio in Three Buckets
Morningstar; free registration may be required Link to more items from this source
Sept. 15, 2015

"Many retired investors are comfortable embracing a healthy equity stake in their portfolios.... This conservative bucket portfolio has a more modest goal: preserving purchasing power and delivering living expenses for the retiree who has an approximately 15-year time horizon (that is, life expectancy). This portfolio does stake more than 30% in equities, but it also holds about 55% of its assets in bonds and another 12% in cash. The remainder of the portfolio is in commodities and other securities, such as convertibles and preferred stock."

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.