The Pros and Cons of a Bucket Savings Strategy

 In Interview Coverage

Rebecca Lake of U.S. News & World Report includes Joe Heider, president of Cirrus Wealth
Management, in an article discussing pros and cons of the retirement bucket savings strategy. “You can tap lower-yield investments like bonds while leaving stocks alone. Consequently, you can stay invested in stocks long term and avoid the temptation of reacting to short-term gains or losses in those holdings,” he says.

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