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It's Time For Your End-Of-Year Investing Checkup


It’s Time For Your End-Of-Year Investing Checkup
December 17, 2020 10:46 AM
Emily Guy Birken - Forbes Advisor
Posted:
Updated:
December 19, 2020 6:06 AM
With the new year just around the corner, this is the right time to give your investment and retirement accounts a checkup. As of writing, the S&P 500 is up over 60% from its spring plunge so despite the malaise and volatility of 2020, the markets haven’t had a terrible year. Nevertheless, the tumultuous year means your portfolio could probably use rebalancing, and it might be worth considering end-of-year moves that could slash your tax bill.
1. Review Your Investment Goals
Begin by taking some time to review your investing and retirement goals. You may have hit a few milestones this year, so revising your list of goals for the year ahead will help you understand where you need to focus your attention. ....

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