Episode Details

In this 2025 Year-End Investment Portfolio Review we cover the following topics:

1. Asset Allocation
    a. Diversification / changes
    b. Rebalancing
2. Simplification
3. Beneficiaries
4. Performance
5. Tax Loss or Gain Harvesting
6. Fees
    a. Fund fees
    b. Advisor fees
7. Evaluate Your Performance
    a. Did you buy/sell anything
    b. What worried you during the year

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