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South Burlington, VT

Value Creation Blog

How Hard is it For You to Stay invested When the Market Goes Down?


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.

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Topics: bucket planning, financial planning, investment management, Investments, bucket system

Bucket Planning & Retirement Planning in Burlington, Stowe, VT

retirement planning burlingtonNo, 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.

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Topics: retirement planning, bucket planning, financial planning

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