Investment Management, Newsworthy Topics, Retirement Planning

How to Segregate your Investment Portfolios into Buckets

Brian Taylor, CTFA

Bryn Mawr Trust

< 1 min read

March 27, 2024

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Prior to retirement, our investment portfolios, and all the assets in it, generally all have one purpose: to grow. As we enter retirement, we have to adjust to spending our assets to support our lifestyle. If you “bucket” your assets by assigning them a value or purpose, it helps you treat the money differently, depending on the purpose it will be used for, and the source it came from.

Brian Taylor, CTFA

Bryn Mawr Trust

Brian Taylor leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2021.

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© 2025 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank.Private Banking is a division of WSFS Bank.
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