BBRG: Year-End Portfolio Tweaks for an Uncommon Year


Year-End Portfolio Tweaks for an Uncommon Year
What not to do with your financial investments and taxes is simply as essential as what to do.
Bloomberg, December 21, 2020

At this moment in the normal year, this column would be filled with all the typical individual monetary suggestions: max out the contributions to your 401( k) and 529 cost savings strategies, contribute to your health cost savings account, make year-end charitable contributions and ensure to rebalance your financial investment portfolio.

However 2020 was not a common year, and the typical monetary suggestions will not do. So as the year wanes, there are a number of individual financing products to think about due to this unprecedented year:

1. Extremely Valued Stocks

2. Donor Recommended Fund Contribution

3. Corona Infection Associated Circulation

4. Be Careful of Office Reductions!

Details  here

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I initially released this at Bloomberg, December 21, 2020 All of my Bloomberg columns can be discovered here andhere

Image by Karolina Grabowska from Pexels

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