The bucket strategy organizes your savings into three pools based on time horizon: a short-term bucket covering your first one to three years of expenses in cash or cash equivalents, a medium-term bucket in more conservative investments to refill the short-term pool, and a long-term bucket in growth-oriented investments for the years ahead. For single women managing income without a second earner, this structure may reduce the stress of market volatility by helping ensure near-term expenses are covered regardless of what markets do.
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.
