3 Retiree Pitfalls in a Bull Market

Beware the dangers of complacency, remember the virtues of defensive holdings, and resist the temptation to overreach for yield, says Morningstar's Christine Benz

Jason Stipp 6 August, 2014 | 10:26AM

 

Jason Stipp: I'm Jason Stipp for Morningstar. The markets have been volatile recently with uneven economic news and geopolitical tensions buffeting stocks. But despite this, stocks and bonds have still had quite the run. Stocks are up 18% annualized over the past five years; bonds are up 5% over that same period. It may be counterintuitive, but such strong markets like this can actually be a breeding ground for common investor mistakes. Here to discuss some common pitfalls that retirees might be facing is Christine Benz, our director of personal finance. Christine, thanks for being here.

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About Author

Jason Stipp  is Editor of Morningstar.com, the sister site of Morningstar.co.uk.

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