The One Portfolio Move to Make Before Year-End
This simple maneuver can de-risk your portfolio, create in-retirement cash flows, improve your tax position, and more.
Are you looking for tips on improving your portfolio? As part of Morningstar.com's Portfolio Makeover Week in December, director of personal finance Christine Benz will be making over five real-life portfolios to show how investors of all stripes may streamline and upgrade their holdings. To be considered for a makeover, submit a request to firstname.lastname@example.org. Include a general description of your situation, including portfolio size, as well as your goals for the makeover. We will alert you if we decide to feature your portfolio on the site and will remove any personally identifying information in any published material.
Right about this time of year, the lists of financial tasks you're supposed to complete between now and year-end start to pile up. And unfortunately, all those financial to-dos come at a time of year when you're probably busy with the rest of your life--the holidays bid for your attention, of course, and you may also be contending with year-end work deadlines.
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