3 Down-Market Strategies for Retirees
Here's how to take control of your retirement portfolio during a bear market.
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Markets
Market Indexes
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | 10,592.27 |
45.09
|
0.43%
| |
| US Mid Cap | 14,019.52 |
20.48
|
0.15%
| |
| US Small Cap | 12,471.70 |
19.25
|
0.15%
| |
| US Sustainability | 2,833.37 |
15.09
|
0.54%
| |
| Women's Empowerment | 1,570.53 |
7.03
|
0.45%
| |
| Societal Development | 1,251.77 |
2.13
|
0.17%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Cyclical | 13,297.32 |
61.47
|
0.46%
| |
| US Sensitive | 17,875.31 |
49.04
|
0.28%
| |
| US Defensive | 15,185.17 |
103.52
|
0.69%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| US Market | 10,592.27 |
45.09
|
0.43%
| |
| US Large Cap | 9,391.09 |
49.46
|
0.53%
| |
| US Mid Cap | 14,019.52 |
20.48
|
0.15%
| |
| US Small Cap | 12,471.70 |
19.25
|
0.15%
| |
| DJIA | 33,923.66 |
162.61
|
0.48%
| |
| S&P 500 | 4,299.56 |
19.41
|
0.45%
| |
| Nasdaq | 13,136.65 |
89.47
|
0.69%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Nikkei 225 | Closed | 28,871.78 |
324.80
|
1.14%
|
| Hang Seng | Closed | 20,040.86 |
134.76
|
−0.67%
|
| Shanghai Comp | Closed | 3,276.09 |
0.80
|
−0.02%
|
| FTSE 100 | Closed | 7,509.15 |
8.26
|
0.11%
|
| DAX | Closed | 13,816.61 |
20.76
|
0.15%
|
Name
|
Value
|
Change
|
Change (%)
| |
|---|---|---|---|---|
| Gold | 1,781.10 |
17.20
|
−0.96%
| |
| Silver | Closed | 20.47 |
0.43
|
−2.06%
|
| Platinum | Closed | 883.80 |
25.80
|
−2.69%
|
| Light Crude | 89.38 |
2.71
|
−2.94%
| |
| Natural Gas | 8.79 |
0.02
|
0.27%
|
U.S. Barometer
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Bed Bath & Beyond |
3.17
|
24.48%
|
| Advanced Micro Devices |
0.42
|
0.42%
|
| Snap |
0.69
|
5.98%
|
| Nu Holdings Ltd |
0.54
|
12.59%
|
| Invitae Corp |
0.47
|
−8.66%
|
| AMC Entertainment Holdings |
0.83
|
−3.40%
|
| Apple |
1.19
|
0.69%
|
| Ford Motor Company |
0.20
|
1.24%
|
| NVIDIA Corp |
3.09
|
1.65%
|
| Petroleo Brasileiro Sa-Petrobras ADS (REP 1 Common Share) |
0.07
|
0.51%
|
News
- July Existing Home Sales Expected to Fall — Data Week Ahead Update | Dow Jones
- DAX Ends 0.15% Higher at 13816.61 — Data Talk | Dow Jones
- STOXX Europe 50 Index Ends 0.37% Higher at 3680.00 — Data Talk | Dow Jones
- CAC 40 Index Ends 0.25% Higher at 6569.95 — Data Talk | Dow Jones
- EURO STOXX 50 Index Ends 0.34% Higher at 3789.62 — Data Talk | Dow Jones
- STOXX Europe 600 Index Ends 0.34% Higher at 442.35 — Data Talk | Dow Jones
- FTSE 100 Index Ends 0.11% Higher at 7509.15 — Data Talk | Dow Jones
- Disney On Track for Best Four-Day Stretch Since March 2020 — Data Talk | Dow Jones
- Toronto Stocks Slide; Turquoise Hill Shares Drop on Rio Tinto Offer | Dow Jones
- Gilead Sciences on Pace for Largest Percent Increase Since January 2021 — Data Talk | Dow Jones
Features
Diversification in a Bear Market
Yes, almost everything is down this year, but diversification is still your friend.
Where a Top Dividend-Fund Manager is Finding Quality Stocks
With a long-term focus, JPMorgan's Clare Hart holds stocks like UnitedHealth, Philip Morris and Analog Devices.
You Need to Stop Fighting Inflation
CNBC markets commentator Michael Santoli discusses the right way to protect your portfolio.
The Inflation Reduction Act Is Spurring Interest in Clean Energy and Climate-Conscious Investing
Renewable energy funds already awash in inflows. How to position your portfolio.
I Bonds Forever?
The long-range outlook for this year’s investment fashion.
Airbnb and Marriott Deliver Strong Returns on Rise in Travel
Which travel stock is best for your portfolio?
Investing Is No Laughing Matter
Crypto’s promoters ignore the serious side of investing.
Company Spotlight
With Less Conviction on Its Turnaround Strategy, We’re Downgrading Intel’s Moat to Narrow
We are also lowering our fair value estimate to $50 per share from $56.
Disney Shows Impressive Growth at Parks and Disney+
Maintaining $170 fair value estimate for Disney stock, shares undervalued.
- Roblox Posts Poor Q2 Earnings as Bookings and Users Decline
- Paramount’s DTC Subscriber Growth Shines in Q2
- Plug Power Positioned to Be One of the Biggest Beneficiaries of Climate Incentives
- Coinbase Q2 Earnings Show Ongoing Pressure as Low Crypto Prices Drive Lower Trading Volume
- PayPal Q2 Earnings Show Headwinds, but Results Hold Up Well
- Warner Bros. Discovery Q2 Results Show a Weak Start to New Future
What to Watch
What You Need to Know About Estate Planning
The basic parts of a good estate plan and how to draw up one.
Why Is Air Canada Stock So Cheap?
We think the headwinds driving the price down are temporary.
Market Volatility
Do Dividend Stocks Provide Shelter From Recession?
Stocks with above-average payouts generally hold up better, but not all dividend strategies are created equal.
10 Stocks for a Recession
These undervalued stocks come from high-quality companies in defensive sectors.
John Rekenthaler
5 Signs of Speculation
Russel Kinnel
Grading the Inflation Hedges
Susan Dziubinski
How to Invest Like Warren Buffett
Christine Benz
How to Build a Portfolio You Don't Have to Babysit
David Sekera
Where to Invest Your Money in Q3 2022
Samantha Lamas
3 Financial Biases That Hurt Investors
Airbnb and Marriott Deliver Strong Returns on Rise in Travel
Which travel stock is best for your portfolio?
Tesla Shareholder Meeting Results: What Have We Learned?
Strong support for changes to environmental, social, and governance practices means Tesla’s board has some key decisions to make.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
10 Stocks for a Recession
These undervalued stocks come from high-quality companies in defensive sectors.
How to Build a Recession-Proof Portfolio
These types of stocks and bonds tend to hold up well during a recession.
There's More to Investing Than Just Risk and Return
In praise of what can't be measured.
What You Need to Know About Estate Planning
The basic parts of a good estate plan and how to draw up one.
A Financial Guide on What to Do After College
Use these resources to help you set up retirement savings, tackle debt, and begin investing.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
The Best Companies to Own: 2022 Edition
These companies stand out from the competition and can be good choices for long-term investing.
Best International Companies to Own: 2022 Edition
These companies from various corners of the globe are well-positioned for the future.
Best Innovative Companies to Own: 2022 Edition
These companies are expected to benefit from disruptive technologies.
Best Financial Services Companies to Own: 2022 Edition
What drives these firms’ competitive advantages varies by industry.
Best Sustainable Companies to Own: 2022 Edition
We believe these companies’ strong ESG management practices give them a long-term advantage.
Diversification in a Bear Market
Yes, almost everything is down this year, but diversification is still your friend.
The Pursuit of Equity Income
Dividend veterans bring their expertise to the Morningstar Investment Conference.
3 Stock Funds That Are Up in a Down Year
Energy and utility stocks helped lift the performance of these funds.
Target-Date Fund Investing in 2022
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
Weakest Quarter for Fund Flows in 2 Years
Long-term mutual funds and exchange-traded funds collected just $30 billion in March 2022.
Moving to Culture 2.0
Do you have an employee retention problem? It's probably your culture.
The Model Portfolio Landscape in 7 Charts
What's driving their rapid growth and how we're helping make sense of it.
What's Top of Mind for Advisors When it Comes to Crypto?
Here's what Tyrone Ross, co-founder and CEO of Onramp Invest, thinks advisors should be considering.
The ABCs of Estate Planning for IRAs Under the Secure Act
A quick start guide simplifies planning choices for clients’ retirement benefits.
The Next Generation and Social Media’s Role in Financial Advice
A recent incident on TikTok shows just how easily, and willingly, the next generation will call out bad behavior.
The Hidden Costs of IRA Rollovers
Higher fees can significantly eat into returns when investors move out of their workplace plans.
Should You Take Your Required Minimum Distributions 'In Kind'?
It won't change this year's tax bill, but it can help prevent investment slippage and lower taxes on future gains.
How to Ensure a Bear Market Doesn't Blow Up Your Retirement
Here's what to do, no matter your life stage.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
When It Comes to Air Travel and Sustainability, Flyers Aren’t Walking the Walk
Less than 1% of flyers buy carbon offsets. What that means for airline stocks.
Electric Vehicles Are Winners in the Inflation Reduction Act
New law puts charge in EV market.
Baby Formula Shortage Tests Outlook for Manufacturers
Product safety issues threaten competitive advantages. Watch out for Reckitt’s restructuring plans.
How Advisors Can Help Clients Invest Sustainably in Retirement Accounts
Don’t let limited plan options prevent clients from investing the way they want.
How Much of Your Portfolio Is Addressing Climate Change?
Use Morningstar’s new impact metrics tools to find out.