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...

Episode metadata supplied by the publisher feed · Published Dec 31, 2025

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RBS 236: 2025 Year-End Investment Portfolio Review

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