The Bucket Investment Strategy
Adult Enrichment / Career, Technology & Finance -
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. You should come out of the workshop with a better understanding of investment risks and returns and how to balance them for your individual needs.
Chris Chen, CFP® CDFA is a fiduciary wealth strategist who helps individuals and families plan difficult life transitions such as retirement and divorce. He is also a CFP® practitioner, a Certified Divorce Financial Analyst™, and trained as a financial neutral at the Massachusetts Collaborative Law Council. His calming confidence and knowledgeable guidance through complex financial transitions can help clients gain a sense of security and reassurance for their financial future.