Cash Buckets Are Earning Their Keep as Markets Slide. Just Don’t Hold Too Much.

Financial advisor Harold Evensky pioneered the cash bucket strategy in 1985 so clients would stay calm during market downturns and wouldn’t be forced to sell depleted shares to fund withdrawals. He originally told clients to keep two years’ worth of supplemental living expenses in the cash bucket, but later cut that down to a single …

Cash Buckets Are Earning Their Keep as Markets Slide. Just Don’t Hold Too Much. Read More »