Susan Dziubinski: Hi, I’m Susan Dziubinski for Morningstar. The Bucket approach to retirement portfolio planning has gotten more popular, but one size doesn’t fit all when it comes to buckets. Joining ...

Drop in the, um, bucket list? The performance of a number of model portfolios that leverage the bucket strategy recently was put under a microscope by Christine Benz, Morningstar’s director of ...

The simplicity of a bucket system for retirement asset allocation and withdrawals may be just what clients need, according to Christine Benz – but the system does come with a few drawbacks that could ...

Life is full of milestones—and fortunately, for scheduling purposes, those milestones don't all happen at the exact same time. Think about the various savings goals you might have had across your life ...

Life is full of milestones—and fortunately, for scheduling purposes, those milestones don't all happen at the exact same time. Think about the various savings goals you might have had across your life ...

With the recent arrival of a bear market, the newly retired are facing a sobering reality: having to sell investments during a downturn to meet their income needs. This nightmare scenario, known as ...