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News & Articles

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Retirement Bucket Strategy - The Basics

The bucket strategy for retirement income has been around for quite some time. My client's enjoy this approach as it is easy to understand and beneficial when the market sees a lot of volatility. In the article I dig a bit deeper into how this strategy works.

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Remoras, Cormorants and Portfolio Drag

There is a fish called the remora that frequently reminds me of too many financial advisors. They are along for the ride instead of truly providing the help their hosts want and need. Let's dive into the specifics to determine if you need a cormorant to rid your portfolio of remora drag.