Our Blog

60/40 Portfolio

The 60/40 Portfolio: Does It Hold Up Today?

The 60/40 strategy, which involves investing 60% in stocks and 40% in bonds, has long been a go-to for risk-averse investors. But does this approach still hold its ground in today’s fast-paced market? Stay tuned as we explore the past, present, and future of this investment strategy and determine whether it’s still a cornerstone of wealth management or if it’s time to adapt to new realities.

Read More »
DIY retirement plans

DIY Retirement Plans: Are They Worth The Risk?

With the abundance of online advice and self-directed retirement accounts gaining popularity, many are left wondering if going solo is the right move for them. In times of economic stability, it’s easy to overlook potential risks and losses, especially when every investment seems like a winner. However, as markets fluctuate and retirement regulations evolve, the DIY approach could come with more risks than expected.

Read More »
Protecting Your Retirement Against Inflation

Aim To Protect Your Retirement Against Inflation

Unfortunately, we’re still seeing the impact of record-high inflation in today’s market. As interest rates may not decline as rapidly as anticipated, retirees face the additional challenge of market volatility impacting withdrawals from IRAs, 401(k)s, Roth IRAs, and other brokerage accounts. So, what are some ways to combat this?

Read More »

Important Age Milestones of Your Retirement Timeline

There are a handful of financial age milestones that you should be aware of in the reinterment planning process. While some of them are more well-known, others can easily fly under the radar.  Stay tuned as we cover the important birthdays you need to pay attention to from catch-up contributions at age 50 to taking RMDs at age 73.

Read More »

Sign Up For Our Newsletter


The team behind Bulman Wealth Group is made up of qualified financial professionals who are passionate about helping individuals and families feel confident about their retirements.