RBS 236: 2025 Year-End Investment Portfolio Review

from The Rob Berger Show · host Rob Berger

In this 2025 Year-End Investment Portfolio Review we cover the following topics:1. Asset Allocation a. Diversification / changes b. Rebalancing2. Simplification3. Beneficiaries4. Performance5. Tax Loss or Gain Harvesting6. Fees a. Fund fees b. Advisor fees7. Evaluate Your Performance a. Did you buy/sell anything b. What worried you during the yearJoin the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

What this episode covers

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 Join the Newsletter. It's Free: https://robberger.com/n...

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RBS 236: 2025 Year-End Investment Portfolio Review

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This episode is 18 minutes long.

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This episode was published on December 31, 2025.

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