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Year End Portfolio Changes For an Unusual Year

Year End Portfolio Changes For an Unusual Year
December 23, 2020 8:30am by
Barry Ritholtz
Year-End Portfolio Tweaks for an Unusual Year
What not to do with your investments and taxes is just as important as what to do.
Bloomberg, December 21, 2020

At this point in the typical year, this column would be filled with all the usual personal financial advice: max out the contributions to your 401(k) and 529 savings plans, add to your health savings account, make year-end charitable donations and make sure to rebalance your investment portfolio.
But 2020 was not a typical year, and the usual financial advice won’t do. The reason is obvious: The pandemic changed life as we knew it, from market to politics and everything in between. ....

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BBRG: Year-End Portfolio Tweaks for an Unusual Year

At this point in the typical year, this column would be filled with all the usual personal financial advice: max out the contributions to your 401(k) and 529 savings plans, add to your health savings account, make year-end charitable donations and make sure to rebalance your investment portfolio.
But 2020 was not a typical year, and the usual financial advice won’t do. So as the year draws to a close, there are several personal finance items to consider due to this unprecedented year:
1. Highly Appreciated Stocks
3. Corona Virus Related Distribution
4. Beware of Home Office Deductions!
....

Karolina Grabowska , Donor Advised Fund Contribution , Home Office Deductions , Year End Portfolio Tweaks , Advised Fund , Virus Related , Home Office , வீடு அலுவலகம் கழிவுகள் , ஆண்டு முடிவு போர்ட்‌ஃபோலீயோ மாற்றங்கள் , வைரஸ் தொடர்புடையது , வீடு அலுவலகம் ,