Understanding the Behavioral Advantage and Trade-Offs of Bucket Portfolios

February 06, 2023 by Scott Oeth in Home, Wealth Mgmt & Invmt Strat

Bucket portfolios are aimed at providing spending resources during investors’ decumulation periods, usually in retirement. However, an even bigger advantage to bucket portfolios is their potential to be quite effective in helping investors avoid panicked selling during market downturns.

Theory vs. Reality: The Retirement Planning Bucket Strategy

May 23, 2019 by Scott Oeth in Wealth Mgmt & Invmt Strat, Home

In theory, using a bucket strategy for your retirement portfolio might seem like a complete approach to maximizing your retirement funds, but in reality, there’s a huge hole in the bucket strategy that could be draining your retirement savings.