What do I need to do before the end of the year, to be ready for tax-time and whatever next year may bring? Even if performing a check-up on your investments isn’t typically on your list of things to do before the end of the year, this is one year you don’t want to skip. Markets have been unusually volatile and investors may be leery about the year ahead. The 2018 tax year will also mark the first year in which the tax reforms took effect. That means there are several variables and new factors to consider as you close out the year. Here are some important details to check in on before the end of the year. Reallocate and rebalance Read More With the market on a tear for the past nine years, many investors’ portfolios have become stock heavy and may no longer reflect big picture goals, says Samuel Wieser, CEO and investment advisor for Northman Financial. Asset allocation is a significant driver of portfolio performance, he says, and periodic rebalancing is a critical part of ensuring you are sticking with your investment strategy. “If your portfolio has a bloated stock allocation, you are likely exposing yourself to… Read full this story
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