Question

How does a bucket strategy work?

Answer

A bucket strategy divides your portfolio into segments based on time horizons. Short-term buckets hold cash for immediate needs, intermediate buckets hold bonds for stability, and long-term buckets hold equities for growth. This seeks to prevent you from having to sell volatile assets during a market downturn.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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