End-of-Year Portfolio Strategies

MoneyTips

The end of a year is a time to assess what happened over the past 12 months and look forward to the promise of new opportunities. That is true with most aspects of life, and your financial portfolio should be no exception. Give your holdings a year-end review and consider these strategies as you do so.

  • Reassess Your GoalsHave your investing goals shifted over the course of the year? Perhaps you have gotten married and/or started a family, switched jobs, or considered retirement. Before making any adjustments, make sure that you account for any life changes that can alter your risk or return requirements.
  • Review, Replace, Rebalance – Take a look at the results of your holdings over the year with respect to the overall market. Do not just assume positive growth is a sign that your investments are doing well; the overall market could be growing at an even greater rate.

Ask your advisor to pr…

MoneyTipsThe end of a year is a time to assess what happened over the past 12 months and look forward to the promise of new opportunities. That is true with most aspects of life, and your financial portfolio should be no exception. Give your holdings a year-end review and consider these strategies as you do so.

Reassess Your Goals – Have your investing goals shifted over the course of the year? Perhaps you have gotten married and/or started a family, switched jobs, or considered retirement. Before making any adjustments, make sure that you account for any life changes that can alter your risk or return requirements.
Review, Replace, Rebalance – Take a look at the results of your holdings over the year with respect to the overall market. Do not just assume positive growth is a sign that your investments are doing well; the overall market could be growing at an even greater rate.
Ask your advisor to pr… […]
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