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Bucketing: The retirement strategy to avoid selling when markets dip has been key since US economist, professor and financial adviser Harold Evensky invented it in 1985

A timeless game plan invented in 1985 helps retirees – and younger investors – avoid worries during sharemarket downturns by planning ahead. ....

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It's about clients, not awards: Shadforth's Phillip Gillard

Adviser Phillip Gillard is on the cusp of clocking up 25 years with Shadforth Financial Group but he's not interested in recognition. "I am less about putting myself forward for awards and more about doing the best work for my clients," he tells Nina Hendy. ....

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