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Investing Specialists

5 Portfolio Moves to Consider Before Year-End

Ideas for improving your portfolio, lowering your tax bill, and wringing more from your cash holdings.

Very strong years for the market, as 2019 has been so far, tend to encourage a bit of complacency among investors. With stocks marching steadily (or pretty steadily, anyway) upward, it's tempting to peek at your enlarged balance and leave well enough alone.

But no matter the market environment, I'm a big believer in conducting periodic portfolio reviews--at least once annually but no more than quarterly--to make sure your portfolio and your plan are on track. To help stay on task as you do so, I like the idea of using an investment policy statement to guide the review and even to spell out how often you'll conduct them. 

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