The Big Lesson for Investors This Spring

Barron's Retirement

Read in browser Sponsored By: By Elizabeth O'Brien | Sunday, June 1 So much for "sell in May and go away." The old Wall Street cliché hasn't really held up in recent years. This year it's particularly off, as the S&P 500 closed out its strongest May rally in 35 years. Investors who got spooked and sold out of stocks after the "Liberation Day" losses in April would have missed the mighty recovery that followed. A downward turn is still possible if the economy sours. But the past eight weeks are a reminder that it's usually best to stay the course, even when markets get choppy. If market gyrations have you up at night, it could be because your asset allocation doesn't match your goals or risk tolerance. Someone approaching retirement shouldn't be 100% in equities, for example. So find a mix you're comfortable with, then leave it alone. And if you do go away–to the beach or mountains–with luck you'll be too busy or relaxed to worry about your portfolio. CONTENT FROM: GL Homes Elevated 55+ Living in Boynton Beach, FL from $1.1M Discover Valencia Del Mar, where 55+ luxury knows no limits featuring a sophisticated lifestyle, contemporary home designs, and world-class amenities. Now introducing the all-new Alexandra IV model, designed for multigenerational living by transforming the third-car garage into a flex space. Download your FREE brochure and learn more about Boynton Beach, Florida's premier active-adult community. Learn More BARRON'S LATEST The Stock Market Is Crushing an Old Wall Street Saying Investors who bailed out of the market in April missed a spectacular recovery. A Roth 401(k) Is a Tax Break Hiding in Plain Sight There's a lot to be said for paying your taxes sooner rather than later. This Investment Strategy Has Worked for 15 Years But now, it's time to get your portfolio a passport. Retirees, Tune Out the Noise When Filing for Social Security Upheaval at the Social Security Administration won't make the trust fund run out of money any faster. Retirees Often Feel Guilty Spending Money Here's how advisors are helping them get over it. WHAT WE'RE READING How Do I Make Sure My Son-in-Law Doesn't Get His Hands on My Daughter's Inheritance? The short answer is a trust, the Moneyist columnist says, but the bigger question is, how much control should you exert from beyond the grave? RESOURCES Social Security Medicare Required Minimum Distribution calculator Getting Ready to Retire? Here's a Planning Guide for the 5 Years Before Your Last Day. Finra's Guide to Social Isolation and the Risk of Investment Fraud The SEC's Guide to Identity Theft, Data Breaches, and Your Investment Accounts Sign up for more newsletters You are currently subscribed as aymentanaze.news@blogger.com Contact us   |   Privacy Notice   |   Cookie Notice Not a subscriber? Subscribe to Barron's now Forward 4300 Route 1 North, South Brunswick, NJ 08852 ©2025 Dow Jones & Company, Inc. All Rights Reserved. Unsubscribe