Spy financial planning software for cfp

 

Christine Benz : Hi, I'm Christine Benz from Morningstar.com. I am here today with Harold Evensky. Harold is President of Evensky & Katz Wealth Management. Harold, thanks so much for being here.

Benz : Harold, you were really a pioneer in terms of what has now been called this bucketing concept for managing retirement income. Can you talk about the bucketing approach and why you think it makes sense for retirees who are managing their portfolios?

Evensky : The fact of the matter, it really makes sense for anyone. I think we believe that the risk of investing in the market is the short-term volatility of the market. So we developed back in the early '80s I think we call our five-year mantra; "five years, five years, five years," simply means we don't believe anyone should invest money that they are going to need in the next five years. Too much risk...

Spy financial planning software for cfp

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Christine Benz : Hi, I'm Christine Benz from Morningstar.com. I am here today with Harold Evensky. Harold is President of Evensky & Katz Wealth Management. Harold, thanks so much for being here.

Benz : Harold, you were really a pioneer in terms of what has now been called this bucketing concept for managing retirement income. Can you talk about the bucketing approach and why you think it makes sense for retirees who are managing their portfolios?

Evensky : The fact of the matter, it really makes sense for anyone. I think we believe that the risk of investing in the market is the short-term volatility of the market. So we developed back in the early '80s I think we call our five-year mantra; "five years, five years, five years," simply means we don't believe anyone should invest money that they are going to need in the next five years. Too much risk...