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  • Cashing Out of the Bucket Strategy(09:07)
  • Financial-planning expert Michael Kitces cautions retirees about holding too much cash in their portfolios, as simple rebalancing of stocks and bonds ...
  • Date: July 04, 2013
  • Source: Morningstar.com
  • Top Bond-Fund Picks for Retirees(13:07)
  • Morningstar's Eric Jacobson runs the gamut with some of his favorite fixed-income funds, including ideas for core, short-term, multisector, high-yield...
  • Date: February 17, 2014
  • Source: Morningstar.com
  • Bucket Portfolios for Retirement Income: S...(01:00:23)
  • Morningstar's Christine Benz walks investors through the basics of setting up and maintaining a 'bucket' retirement portfolio, including some of her f...
  • Date: April 14, 2015
  • Source: Morningstar.com
  • Ice Bucket Challenge Helps Fund Genetic Re...(05:20)
  • Funds from the ALS Ice Bucket Challenge are paying for genome sequencing in patients. UMass Medical School’s John Landers talks about the groundbreaki...
  • Date: August 12, 2015
  • Source: WSJ Video
  • Jacobson's Bond Fund Picks for Retirees(12:14)
  • Morningstar's director of fixed-income research offers up his picks for the core of your portfolio, go-anywhere flexibility, short-term savings, infla...
  • Date: January 30, 2011
  • Source: Morningstar.com
  • How States Tax Retirees(01:34)
  • Choosing the right place to retire can save a bundle in taxes
  • Date: May 29, 2013
  • Source: WSJ Video
  • How Much Money Has the ALS Ice Bucket Chal...(05:25)
  • Celebrities from Bill Gates to Jimmy Fallon to Justin Timberlake have dumped buckets of ice of themselves as a campaign to raise awareness for ALS goe...
  • Date: August 18, 2014
  • Source: WSJ Video
  • Lessons From Our Bucket Portfolio Stress T...(10:16)
  • Christine Benz's 2000-2012 simulations for bucketed retiree portfolios produced some interesting takeaways on rebalancing, the 4% rule, and more.
  • Date: September 02, 2013
  • Source: Morningstar.com
  • Retiree Survival Guide For Market Volatili...(09:45)
  • Retirees can gain some peace of mind by maintaining a near-term liquidity 'bucket,' reassessing their withdrawal rate, and stress-testing their equity...
  • Date: June 02, 2012
  • Source: Morningstar.com