Some readers employ performance-based rules, while others focus on fund and portfolio fundamentals.
By making good use of their flexible approaches, these funds demonstrate that active management can work.
Christine Benz's 2000-2012 simulations for bucketed retiree portfolios produced some interesting takeaways on rebalancing, the 4% rule, and more.
How would our aggressive bucket portfolio have fared before, during, and after the bear market?
The outlook for bonds is just as cloudy as ever, but Morningstar's Miriam Sjoblom and Marta Norton offer helpful tips for setting the right expectations and creating a game plan in today's challenging bond market.
The bucket strategy helps tee up near-term distributions and set long-term allocations.
The trouble spots in your bond portfolio might not show up in past returns.
This aggressively positioned portfolio illustrates how this increasingly popular strategy works.
The 23 funds that made the cut to get into our 401(k).
A sizable chunk of those assets went into bond funds, reflecting an ongoing search for yield.