Skip to Content
US Videos

5 Bucket-Portfolio Misconceptions

Investors needn't rigidly adhere to a three-bucket model, nor must they constantly rebalance, says Morningstar's Christine Benz.

Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. The bucket approach to retirement income is designed to help retirees simplify their portfolio planning, but there are still plenty of misconceptions about what the bucket approach is and isn't. I'm here today with Christine Benz--she is our director of personal finance--to look at five misconceptions about the bucket approach. 

Christine, thanks for joining me.