The precious metal can help diversify your portfolio.

PHOENIX — As you plan your financial future, the three-bucket approach has emerged as a strategy that will help manage short-term, medium-term and long-term financial goals. Diversification is a key ...

When I speak with prospective clients about their retirement goals, common concerns usually revolve around market volatility, rising health care costs, the future of Social Security and, lately, ...

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 ...

Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...

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 ...

Taylor Nissi is a senior VP and wealth advisor at the wealth management firm Farther. He shared his top tips he would give to clients navigating recent market volatility amid tariffs. Nissi said ...

Benefits of the three-bucket tax strategy You may not need or want to keep all three tax buckets filled to the same level all the time. But diversifying how your assets are taxed can give you more ...