Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...

Many of you know that I frequently talk about the Bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and ...

The Trump administration passed its tax and spending bill with implications for both 2026 and current fiscal year returns. Year-end portfolio rebalancing allows investors to harvest taxable losses and ...