Kiplinger

It’s Time to Consider Structured Notes for a Portion of Your Portfolio

When we build portfolios for our clients, we strive to make complex investment concepts easy to understand. Often, we reference a “Three Bucket” approach to asset allocation.

Investors should have a Safety Bucket for the percentage of their life savings they want to protect. They should also have a Growth Bucket for the percentage of their savings they want to allocate for higher returns (as well as a tolerance for higher loss potential).

Today we want to talk about the final bucket: the Yield Bucket. This is the bucket we use for current income

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