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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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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.
Barry Ritholtz | Dec 21, 2020
(Bloomberg Opinion) 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. So as the year draws to a close, there are several personal finance items to consider due to this uniquely unprecedented year. ....

Barry Ritholtz , Revenue Service , Docusign Inc , Video Communications Inc , Donor Advised Fund Contribution , Home Office Deductions , Tesla Inc , Moderna Inc , Vaxart Inc , Novavax Inc , Bloomberg Opinion , Appreciated Stocks , Zoom Video Communications , Advised Fund Contribution , Internal Revenue Service , Virus Related Distribution , Home Office , Tax Cuts , Jobs Act , வருவாய் சேவை , காணொளி தகவல்தொடர்புகள் இன்க் , வீடு அலுவலகம் கழிவுகள் , டெஸ்லா இன்க் , மாடர்னா இன்க் , ப்ளூம்பெர்க் கருத்து , பாராட்டப்பட்டது ஸ்டாக்ஸ் ,