In the investment management world there is always a concern that customers and clients move their money at the very worst time. This is often caused by something called loss aversion.
Topics:
bucket planning,
financial planning,
investment management,
Investments,
bucket system
No, I’m not talking about a “bucket list”. I am talking about bucket planning. This is where we think about investing on a time line of when we need money, what long-term markets have often looked like and how to allocate money over a period of time for different uses.
Topics:
retirement planning,
bucket planning,
financial planning
