Michael Brush is a columnist for MarketWatch. At the time of publication, he had no positions in any stocks mentioned here. Brush has suggested Seagen, Merck, BioMarin, Biogen, Bristol-Myers Squibb and Zimmer Biomet in his newsletter, Brush Up on Stocks

You are tempted to increase exposure to stocks because of the market’s strength. But you are still gun-shy because of the painful sell-off. Plus, you are worried about a recession. What should you do?