The Bucket Investment Strategy

If you are like most people, your investments are in a single asset allocation.

Maybe you’ve gone with the typical 60% stocks and 40% bonds split or bought a lot of shares of the big tech companies. Perhaps you are conservative and are mostly in bonds.

Quite possibly you aren’t even sure.

This workshop will cover the basics of the bucket strategy, a method to manage risk in your portfolio. We’ll walk through a real example and discuss how to take on the appropriate amount of risk for your situation while not forgoing growth potential.

Our objective is that you come out of the workshop with a better understanding of investment risks and
returns and how to balance them for your individual needs.