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A Sample Retirement Portfolio Using the Bucket Approach

news.morningstar.com
[Morningstar.com] - Money for near-term income needs is parked in cash and short-term bonds, while money needed for longer-range income needs remains in bonds and stocks. Financial-planning guru Harold Evensky was a pioneer of the bucket approach; he discusses the

International News - Evensky confronts challenges of ...

www.moneymanagement.com.au
8 Jun — ... Harold Evensky and Deena Katz, has slated a nationwide expansion to confront the challenges facing independent planners. › news › intern...

TIAA Institute Appoints Harold Evensky Chair of Its Advisory ...

www.tiaainstitute.org
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