The precious metal can help diversify your portfolio.

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 ...

For decades, retirees have followed the guideline to withdraw 4% of their investment portfolio each year in retirement. This ...

During your early retirement years, “sequence of returns risk” could harm your portfolio when withdrawals coincide with a market dip. One solution, the bucketing strategy, divides your portfolio based ...

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 ...

Americans over 65 currently hold trillions of dollars in retirement savings, but in today's economic landscape, a growing number are questioning conventional wisdom regarding how to structure their ...

Having a clear income system matters more than a 'perfect' portfolio – here's how SA's three-bucket retirement approach can ...

After a volatile month for the stock market, many retirees are eager to find ways to protect their nest egg from future dips. No one can predict market moves, but retirees can use defensive strategies ...

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 ...