Insights

Posted on June 30, 2012

Summer 2012: The Importance of Stability

Monthly Newsletters

Longtime clients of Oxford Financial Partners are familiar with our approach to building retirement portfolios—set aside five years’ worth of your upcoming withdrawal needs into a Stability Bucket, then invest the remainder in a diversified Growth Bucket. As gains occur in the Growth Bucket, harvest those gains and use the resulting cash to refill the Stability Bucket. We are now in our third decade of guiding clients by this philosophy, and it continues to work no matter what the crisis of the day is. Read the Summer 2012 Newsletter

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