How to Review and Rebalance Your Portfolio

How to Review and Rebalance Your Portfolio

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Episode
2057 of 2072
Længde
22M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

It’s almost 2026, and soon you’ll be receiving your year-end statements for all your investment accounts. You’ll also hear a lot of advice about reviewing and rebalancing your portfolio in January. Robert Brokamp and Certified Financial Planner Sean Gates how to do it and how much re-arranging is necessary.

Also in this episode:-Why Schwab expects a “vibesession” in 2026-Why inflation feels worse for many Americans-Debunking a myth about the relationship between retirement and life expectancy-Spend money, and get reimbursed for those expenses, from flexible spending accounts and 529s before the end of the year

Host: Robert BrokampGuest: Sean GatesEngineer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices


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