mutual-funds-weekly-in-a-bear-market-the-best-offense-is-a-good-defense

Mutual Funds Weekly: In a bear market, the best offense is a good defense

Don’t miss these top money and investing features:

The trouble with bear markets is that stock investors typically don’t know they’re in one until they’re in one. Investment advisers may also be taken by surprise. That’s why it’s crucial to have realistic expectations of the market, especially when it comes to volatility and risk.

Investors working with investment advisers ought to make time to talk about bear markets — when stocks drop at least 20% from their peak. The best time to talk about the worst, of course, is when stocks are doing well. To prepare, have a plan to adjust your portfolio allocation so that you can weather any adversity, and have Plan B and even Plan C in place in case plan A doesn’t work.

A bear market, when it comes, will feel like an attack on your financial security. To keep your footing and stay centered, reverse that old adage about sports and war: In a bear market, the best offense is a good defense.

— Jonathan Burton

INVESTING NEWS & TRENDS
Find a financial adviser who can prepare you for a bear market

Many investors don’t fully understand how a stock-market downturn would affect them.

Find a financial adviser who can prepare you for a bear market

The bullish case for Facebook is about to get even better

Wall Street analysts typically are slow to react to new information, which could lead to upgrades for Facebook stock, writes Mark Hulbert.

The bullish case for Facebook is about to get even better

Momentum investing’s bad luck may be about to turn

Momentum-based investing strategies are coming off a 10-year cycle of poor performance, writes Mark Hulbert.

Momentum investing’s bad luck may be about to turn

These 3 surprising stocks are held in ESG funds

Socially responsible investors wouldn’t expect these companies to pass muster, writes Morey Stettner.

These 3 surprising stocks are held in ESG funds

Do bucket retirement strategies stand the test of time?

A 115-year comparison of bucket and non-bucket approaches to retirement.

Do bucket retirement strategies stand the test of time?

Study: Fast traders take advantage of price gap and cost investors $2 billion

The study was partially funded by the Departments of Defense and Homeland Security.

Study: Fast traders take advantage of price gap and cost investors $2 billion

Venture capitalists still give most of their money to white men, study finds

Investors are biased against women and minority-owned businesses, the report concludes.

Venture capitalists still give most of their money to white men, study finds

Here’s the real secret about why corporate mergers fail

Companies tout ‘synergy’ and downplay challenges and culture clashes, writes Vitaliy Katsenelson.

Here’s the real secret about why corporate mergers fail

This couple retired at 38 and 41. Here’s how they made it happen.

Want to retire early? Tanja Hester and her husband Mark Bunge went from freewheeling spending to financial independence, and say it’s simpler than you think.

This couple retired at 38 and 41. Here’s how they made it happen.

Don't miss out! Subscribe to MarketWatch's free Mutual Funds Weekly newsletter. Sign up here.