Despite some changes at the top, the firm remains on solid footing.
The topnotch steward fields serviceable--or better--funds in all major asset classes.
One T. Rowe fund is out, but PIMCO-managed funds are staying put despite manager changes.
On bond worries, changes at PIMCO, and the intangible virtue of peace of mind.
Equity holdings perform well, while inflation hedges lag.
Neither income-centric nor strictly total return, a hybrid distribution approach charts a steady course for our retirement bucket portfolio.
Even with retirement on the horizon, our portfolio maintains a sizable equity weighting.
Retirement beckons, and this couple has some decisions to make.
The bucket strategy helps tee up near-term distributions and set long-term allocations.
We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.