Sentences with phrase «during a bear market early»

What if you have a client who needs to make a significant withdrawal during a bear market early in retirement?

What if you have a client who needs to make a significant withdrawal during a bear market early in retirement?

Not exact matches

During today's Market Update, I entered a GTC order to close the Bear Call on RUT in anticipation of a down move early next week.

Here's an interesting question for investment professionals: Do you have a retiree with an equity heavy portfolio who has to make a withdrawal in a bear market during the early years of the client's retirement?

However, despite the healthy rally during the past 18 months, it's still much too early to conclude that January 2016 was indeed the final bottom of this brutal bear market.

If you retire during or after a bear market, starting government benefits earlier will reduce your need to sell investments at beaten - down prices and give your portfolio a chance to recover.

Chart 2 below at right illustrates this by focusing on the performance of SMI's Upgrading strategy during the late 1990s and early 2000s, including the bear market of 2000 - 2002, with the S&P 500 also shown for reference.

Even during this year's bear market, Cabot Top Ten Report has found winners in stocks like Cleveland - Cliffs, which doubled in four months, Continental Resources, which rose 160 % from its recommendation its peak, and Walter Industries, which moved from 42 in January to 112 in early July.