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Personal Finance & Planning
Bear Market Strategies

Do’s and Don’ts for the Next Bear Market

Portfolio Management
Rebalancing
Planning
Investing Basics
December 16, 2019

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  • Get additional guidance from Schwab’s experts on strategies for weathering market volatility.
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Important Disclosures

All examples herein are hypothetical and provided for illustrative purposes only.

Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

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Investing in U.S. securities is not without risk. Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. The potential for profit or loss from transactions in the U.S. market will be affected by fluctuations in exchange rates.

© 2025 Charles Schwab, U.K., Limited is authorized and regulated by the Financial Conduct Authority ("FCA") to arrange deals in investments and make arrangements with a view to transactions in investments under registration number 225116. Charles Schwab, U.K., Limited is designated under U.S. regulations as a foreign branch office of Charles Schwab & Co., Inc. Charles Schwab, U.K., Limited is a private limited company registered in England and Wales No.4709153 and a wholly owned subsidiary of Charles Schwab & Co., Inc. Registered office: 33 Ludgate Hill, London EC4M 7JN.

This communication has been reviewed for Charles Schwab & Co., Inc. by Charles Schwab, U.K., Limited.

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