A fantastic year like 2019 provides retirees with an opportunity to reset and recalibrate their portfolios in line with their goals. For my bucket portfolio “stress test,” I’m maintaining a ...

But as painful as it was, a year like 2018 also illustrates the point of the Bucket strategy. In years like 2017, when both stocks and bonds notched solid gains, a retiree would be fine with almost ...

The first thing a portfolio should have is a business plan. I provide my asset allocation and the rationale to help shed some light on how you can create one based on your risk tolerance. Use December ...