Everyone knows what a bucket list is: the list of things you want to do before you — to put it crudely — “kick the bucket.” Some bucket list items are inspiring, like reconnecting with family. Others ...

Salvatore M. Capizzi is executive vice president of Dunham & Associates Investment Counsel Inc., which has been challenging industry thinking for 40 years. He authored a whitepaper (“Is Our Industry ...

Learn how to fund your retirement cash bucket using appreciated assets, savings, and tax strategies before leaving the workforce. While most retirement portfolios include allocations to stocks and ...

A well-designed retirement plan shouldn't focus on chasing returns or trying to time the market. Instead, it should organize your money according to its purpose. A three-bucket approach is an ...

Retirement is complicated, and simple doesn't always mean better.

While most retirement portfolios include allocations to stocks and bonds in the years leading up to retirement, most retirement savers don’t hold much more than an emergency cushion in cash. Thus, an ...

While most retirement portfolios include allocations to stocks and bonds in the years leading up to retirement, most retirement savers don't hold much more than an emergency cushion in cash. Thus, an ...