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Year-End Financial Planning To-Dos for Investors

Baird's Tim Steffen says investors looking at their portfolios in the fourth quarter should consider things like taxes, life changes, and multiyear planning.

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. The fourth quarter will soon be upon us. Joining me to share some year-end financial planning to-dos is Tim Steffen, he's director of financial planning for Baird.

Tim, thank you so much for being here.