Bucket strategies are a popular approach to asset allocation in retirement. They’re also a hot topic as far as whether (relative to a more traditional static asset allocation strategy) they improve results, worsen results, or offer no meaningful financial (i.e., non-psychological) change.
Joe Tomlinson recently took a look at such strategies and came to a conclusion that was different from what he had anticipated.
- Bucket Strategies – Challenging Previous Research from Joe Tomlinson
Other Recommended Reading
- A Comparison of Risk Tolerance Products from Bob Veres
- Is Buying an Annuity in a Bear Market a Good Idea? from Wade Pfau
- Is Buying an Annuity in a Zero Interest Rate Environment a Good Idea? from Wade Pfau
- Student Loan Interest Forbearance Planning Strategies Under The CARES Act from Ryan Frailich
- Fixing Unwanted RMDs Taken Before The CARES Act Waiver Of 2020 RMDs from Jeffrey Levine
- Health Insurance in Early Retirement from Jim Dahle
- COVID-19: What’s Wrong with the Models? from Peter Attia
- Who Pays For This? from Morgan Housel
I hope you are well, and thank you for reading!